Gray Divorce- Estate Planning and Long-Term Care Planning It’s true… Baby Boomers are changing the way we think about work, retirement and, yes, divorce! Baby Boomers in general are more […]
All hospitals must now give Medicare recipients notice when they are in the hospital under observation status. The notice requirement is part of a law enacted in 2015 but that […]
For better or for worse, our current culture is very car-dependant; in many places, cars are the only convenient link to the outside world. Unfortunately, as people age, driving can […]
The Estate of Prince – Valuation is Tricky (Part 2) Last week we discussed how Prince died without a Will and several problems that that is causing in […]
When we think of retirement we think of sitting back somewhere warm and enjoying what we have worked so hard all of our life to build. When we think of […]
The Estate of Prince – a Royal Mess (Part 1) Everybody knows you should have a Will. Although we caution our clients that having a Will alone will leave […]
Philip Moeller. Get What’s Yours for Medicare: Maximize Your Coverage, Minimize Your Costs. Simon & Schuster. New York, N.Y. 2016. 291 pages. Medicare is a mixed blessing. On the one […]
Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will […]
President Trump signed an executive order calling for a review of the so-called fiduciary rule, which was intended to prevent financial advisers from steering their clients to bad retirement investments […]
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method? If you add your […]
