Latest Articles

Reevaluate Insurance Needs When You Retire

Jun 21, 2009

Along with many other changes, your insurance needs change when you retire. It is a good idea to loo...

Stock Market Plunge Underscores Need For Power Of Attorney

Jun 21, 2009

For most people, the durable power of attorney is the most important estate planning instrument avai...

Home Safety Checklist For Seniors

Feb 16, 2009

Many seniors are injured by falls that occur in their own home. Each year, more than 734,000 people ...

Deducting Assisted Living Facility Costs

Feb 16, 2009

The Internal Revenue Code provides an income tax deduction for medical expenses which include “qua...

Medicaid Planning With A Solely For The Benefit Of Trust

Feb 14, 2009

If someone is in need of nursing home level care, and if they don’t have long term care insurance,...

Seniors Exempt From 2009 Retirement Distributions

Jan 17, 2009

Congress has passed and President Bush has signed legislation that will temporarily suspend the pena...

The Importance Of A Durable Power Of Attorney

Jan 17, 2009

A “Durable” Power of Attorney (”DPOA”) should be a part of every estate plan, regardless of ...

New Five-star Rating System For Nursing Homes

Jan 17, 2009

The Centers for Medicare & Medicaid Services (CMS) has unveiled a one- to five-star rating syste...

The Perils of Owning Assets Jointly

Nov 18, 2008

Joint ownership arises where two or more people own an undivided interest in an asset or property. W...

Open Enrollment for Medicare Part D Has Begun

Nov 18, 2008

Open enrollment for the 2009 Medicare Part D benefit period started November 15, 2008 and will end D...