Life Transitions Planning

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...

Annual Nursing Home Cost Close To $80,000/year

Nov 16, 2009

Price rollbacks throughout the U.S. economy during the past year did not apply to long-term care ser...

10 Reasons To Create An Estate Plan – Now!

Nov 16, 2009

Many people think that estate plans are for someone else, not them. They may rationalize that they a...

Medicare Premiums To Increase For Some In 2010

Nov 15, 2009

After not rising last year, the basic premium for Medicare Part B will shoot up 15 percent to $110.5...

Estate Planning for Second Marriages

Oct 20, 2009

Getting remarried can be a joyous event, but it can also make estate planning more complicated. Addi...

Irs Alerts Public To New Identity Theft Scams

Oct 20, 2009

The Internal Revenue Service reminds consumers to avoid identity theft scams that use the IRS name, ...

Book Review – Can We Talk?

Oct 20, 2009

Although talking to your parents about money can be difficult, not discussing finances now could mea...

Is It Time to Service Your Estate Plan?

Aug 25, 2009

Like your vehicle, your estate plan needs occasional “servicing” if it is going to perform the w...

The Certified Copy Of Your Deed Swindle

Jul 22, 2009

Would you pay $60 for something you could get for as little as $1 and probably don’t need at all? ...