It’s Medicare Open Enrollment Time: Is Your Plan Still Working for You?
Every year Medicare gives beneficiaries a window of opportunity to [...]
How to Use Intrafamily Loans as Part of Your Estate Plan
When interest rates are low, intrafamily loans can be a [...]
Online Survey Helps Older Adults Assess Their Financial Vulnerability
All older Americans are vulnerable to financial abuse, but there [...]
Preserving the Family Vacation Home for Generations to Come
Summer is winding down and if you are one of [...]
New Tax Proposals Mean You Should Review Your Estate Plan
As we have written previously, number of tax proposals being considered [...]
6 Things to Ask Before Agreeing to Be a Trustee
Being asked to serve as the trustee of the trust [...]
Can a Marriage Be Annulled After One Spouse’s Death?
Marriage is supposed to be “until death do us part,” [...]
Nursing Homes Grapple with Whether to Force Staff to Get Vaccinated
As COVID-19 cases start to rise again due to the [...]
Medicare Would Cover Dental, Vision, and Hearing Under Senate Democrats\’ Spending Plan
The Senate Democrats' proposal for a $3.5 trillion spending plan [...]
Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children [...]
