Latest Articles

Health Care Law – Scam Alert

Jul 19, 2010

Many of the provisions of the new health-care law have not yet been implemented, yet a new wave of s...

Beneficiary Designations Can Cause Problems for Children With Special Needs

Mar 21, 2010

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American famil...

Medigap Coverage Is Changing

Mar 21, 2010

Several changes are coming to Medigap plans, which supplement Medicare’s coverage. In June 2010, f...

Coping With Long Term Care Insurance Rate Hikes

Mar 21, 2010

If you have long-term care insurance, brace for the possibility of a steep increase in premiums this...

The Estate Tax Expires, But….

Feb 21, 2010

The Good – The Estate Tax Is Repealed, For Now Effective January 1, 2010, there is no longer a ...

Ten Dos & Donts When Acting as a Trustee

Feb 21, 2010

Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What resp...

More Seniors Eligible For Medicare Drug Subsidy

Feb 21, 2010

A million low-income seniors have become eligible for a big assist on prescription drug expenses thi...

End of Year Tax Planning Considerations

Dec 13, 2009

As the New Year approaches, taxpayers around the nation are thinking about making gifts or other fin...

Medicare Open Enrollment Period Ends 12/31/09

Dec 13, 2009

It is that time of year again — time to reassess whether your Medicare plan is working for you. Me...

Health Care Reform And Long Term Care

Dec 13, 2009

Many of our clients have asked us what impact, if any, the legislative health care reform being cons...