Latest News

Discerning Medicaid and Medicare

Friday, May 14th, 2021

How to Prepare for Your Parents Care

Friday, April 30th, 2021

Five Facts for Dementia Caregiving

Friday, April 23rd, 2021

Update your Estate Plan

Friday, April 16th, 2021

Will Medicaid Cost Me My House?

Friday, March 19th, 2021

Blended Families and Estate Planning

Friday, February 5th, 2021

A Will Does Much More than You Think

Friday, January 22nd, 2021

Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries

Tuesday, July 21st, 2020

There is great news for clients with certain family members or other beneficiaries – this year brought a significant change in the law that benefits beneficiaries who are disabled or chronically ill. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law.

Has Your Stimulus Check Been Taken by the Nursing Home?

Tuesday, May 26th, 2020

As we all know Congress has authorized stimulus payments to be made to those eligible persons. The CARES Act provides $1200 for individuals, $2400 for joint taxpayers and taxpayers with children with $500 for each child...

Court Decisions Holding Personal Representatives of Estate and Trustee Personally Responsible For Taxes

Friday, May 15th, 2020

Recently the United States Tax Count issued several decisions regarding the tax liability of transferees. The transferees were individuals who received distributions from transferors, which were corporations which sold their assets and then made distributions ...