Reverse Mortgage Changes
Harry and Regina are both in their 80s and still in pretty good health. They live in their own home [...]
Disabilities on the Rise for Boomers
New research is showing that Baby Boomers are more likely to suffer some sort of debilitating disease than previous generations. [...]
Estate Tax and Asset Valuation
When someone dies, their “estate” may be subject to the Estate-Tax. In this context, the word “estate” means “all property [...]
Medicaid Look Back Period
Rumors and speculation have been around for years that Congress will increase the Medicaid look-back period. Now, some events have [...]
Deed Copy Services Not Necessary
Some of our clients have received a notice from a company offering to procure a copy of their real estate [...]
Alzheimer’s Research Shows Promise with Enzyme Reduction
Promising new results have just been released. There is progress in the fight against Alzheimer's Disease. The new study, just [...]
Medicare Basics
Everyone has heard of Medicare, but you may not really be sure what it is. Medicare is the national health [...]
Special Needs Planning
A tricky part of estate planning is considering heirs who have special-needs. It’s especially complicated because your immediate relatives may [...]
End-of-Life Care and Advocacy
My mother died last fall. She was pretty bad for the last few months, and her final passing was tough. [...]
Tax on the Receipt of a Gift (There is none! Yeah!)
If you inherit $50,000 from your mother, will you have to pay income-tax on it? What about if you won [...]