Latest Articles

Are “sole Benefit” Trusts Countable Assets For Medicaid?

Jul 18, 2019

Having to put a spouse in a nursing home can be devastating enough. Worrying about whether you will ...

The Top Ten Scams Targeting Seniors In 2019

Jun 27, 2019

Older adults have always been a popular target for con artists and scammers. They tend to be well-ma...

Five Really Major Dangers of Required Minimum Distributions

Jun 18, 2019

If you have an Individual Retirement Account (IRA), you are probably familiar with the term Required...

The Medicaid Child Caretaker Exception

Jun 10, 2019

As you age, there’s an increasing chance that you may need long-term care in a nursing home or oth...

Should You Convert Your IRA to a Roth?

May 28, 2019

Prior to 2010, only taxpayers with an adjusted gross income (AGI) of less than $100,000 had the abil...

ELDER LAW MONTH 2019

May 21, 2019

It’s May! The snow has finally melted away, spring has well and truly sprung, and, of course, it�...

Five Planning Tips for Families With Special Needs

May 10, 2019

When we hear the term “special needs” we often think of children, but a family may have a young ...

Five Ways to Handle Digital Estate Planning

Apr 25, 2019

So much of our lives is online these days, but surprisingly few of us plan for what happens to our o...

The Secure Act and Other Changes to Federal Tax Law on the Horizon

Apr 18, 2019

Like most Americans, you have probably just breathed a sigh of relief that the tax season is over an...

Surprising Facts About Aging In America

Apr 09, 2019

“Old age isn’t so bad when you consider the alternative.” -Maurice Chevalier Most of us hav...