IRS’ “Dirty Dozen”
IRS’ “Dirty Dozen” By Jill Roamer, J.D., CIPP/US Elder Law Each year, the Internal Revenue Service (IRS) puts out their “dirty dozen” list. This is a list of scams that are prevalent that the IRS wants everyone to watch out for.…
Estate Planning for Blended Families
Remarried With Children? 5 Estate Planning Mistakes to Avoid Couples on their second marriages need to plan carefully for each other and their kids by John Waggoner, AARP, July 9, 2021 Estate Planning for Blended Families. A second marriage can be…
WHAT IS MEDICAID’S 5 YEAR LOOK BACK, AND HOW CAN IT AFFECT ME?
Understand Medicaid’s Look-Back Period; Penalties, Exceptions & State Variances Last updated: January 07, 2021 Medicaid’s Look-Back Period Explained When a senior is applying for long-term care Medicaid, whether that is for services in one’s home, an assisted living residence, or…
How To Avoid Family Fights Over Mom and Dad’s Estate.
How to protect your estate from greedy family members By Attorney Patti Spencer Special to THELAW.TV How To Avoid Family Fights Over Mom and Dad's Estate. Brother against brother, father against son -- are we talking about the Civil War?…
When Should I Start Saving For Retirement?
When Is the Best Time to Start Saving for Retirement? September 26, 2020 • 5 min read ByJohn Egan When Should I Start Saving For Retirement? Whether you're 25 or 55, you've probably given at least some thought to saving money for…
How to Get Guardianship of an Elderly Parent
How to Get Guardianship of an Elderly Parent Marlo Sollitto | Updated June 21, 2021 When an older adult loses the ability to think clearly, it also affects their ability to make informed and meaningful decisions. This may occur due to the onset…
Estate Planning for Millennials: Your Ultimate Guide
Estate Planning for Millennials: Your Ultimate Guide Estate Planning for Millennials: Your Ultimate Guide. Nearly everyone’s heard of an estate plan or will, yet only 40% of people have a will or living trust. While many think of estate plans…
The Aging of America: Will the Baby Boom Be Ready for Retirement?
The Aging of America: Will the Baby Boom Be Ready for Retirement? This article is part of a broader study of saving funded by the National Institute on Aging and TIAA-CREF. The baby boom generation—the roughly 76 million people born…
What Am I Taking On When I Agree To Be Someone’s Executor?
Should You Accept the Job of Executor of Someone’s Will? February 11, 2020 If you’ve been asked to serve as the executor of someone’s will, you should feel honored. It shows the person has a lot of faith in your…
Can My Family Benefit From A Special Needs Trust?
5 Reasons to Consider a Special Needs Trust Here are 5 common reasons for establishing a special needs trust that applies to your family member with a disability. Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor In my last article,…