Latest Articles

Helping Loved Ones Financially Without Incurring Gift Tax

Jul 28, 2016

When a family member or friend is in financial need, and you have the means to do something about it...

Leaving Money to Minor Children Can Cause Major Problems

Jun 14, 2016

What would happen to your children if anything happened to you? That question strikes fear into the ...

What Happens to Your Frequent Flyer Miles When You Die?

Jun 06, 2016

You can't take your frequent flyer miles, or anything else you've accumulated, with you when you die...

New Michigan Funeral Representative Law

May 31, 2016

One of the reasons estate planning is essential for all adults, regardless of age or level of wealth...

May Is National Elder Law Month

May 16, 2016

May is National Elder Law Month and National Older Americans Month (It's also National Hamburger Mon...

How Does The Medicaid Look-back Period Work?

Apr 29, 2016

Very few people have the assets to pay out-of-pocket for an extended stay in a nursing home or other...

Am I Entitled to a Copy of the Will When My Loved One Dies?

Apr 25, 2016

When a loved one passes away, getting a glimpse at the will is not the first thing on most people's ...

What Documents Can I Throw Away—and When?

Apr 18, 2016

You bought that de-cluttering book everyone was talking about, and now your closets and bookshelves ...

Preventing, Recognizing, And Responding To Financial Abuse Of The Elderly

Mar 28, 2016

Elderly people, especially those in need of regular care, have always been vulnerable to abuse. In t...

2016 Changes To Social Security Claiming Strategies

Mar 22, 2016

Thanks to provisions in the federal budget signed into law late last year, some changes are coming t...