Estate Planning

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...

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 ...

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...

Significant Changes To Fdic Coverage

Oct 12, 2008

On September 26, 2008, the FDIC expanded FDIC coverage for living trust and pay-on-death type accoun...

Deducting Care Expenses Paid For Another Person

Oct 12, 2008

With many of our senior clients, someone other than the senior (e.g. - the child of the senior) is p...

Understanding FDIC Insurance

Aug 09, 2008

Against the backdrop of difficult economic times, investors have become increasingly concerned about...