This is the third article in a three-part series discussing Elder Abuse, Neglect and Exploitation. In Part One, we discussed the definitions...
The role of an executor or trustee is often misunderstood by lay people who have never served as an executor or trustee. Beneficiaries of...
It is no secret that American families come in all shapes and sizes. Gone are the days when a family consisted of a husband and wife...
On April 30, 2018, the Social Security Administration (SSA) released new Program Operating Manual System (POMS) provisions, which are essentially...
For the most part, property you inherit is not included in your income for tax purposes. However, items which are considered “income in respect...
As the ease of managing accounts and finances online continues to increase, many of our clients wonder which documents, records, and papers...
This is the second article in a three-part series discussing Elder Abuse, Neglect and Exploitation. In Part One, we discussed the definitions...
It seems as though there is a myth circulating among aging adults that it is wise or prudent to add a child’s name to the title of one’s real...
On April 17, the acting director of the Centers for Medicare and Medicaid Services issued a policy clarification to all state Medicaid Directors...
Tuesday, April 17th, 2018 is the deadline for most taxpayers to file their federal income tax return and pay any tax liability that is owed....
Many people do not understand the complexities involved in administering a decedent’s estate. Estate administration can be even more problematic...
Many people know that they won’t become eligible for Medicaid until their countable assets are down to a very low number. In Virginia, that...
On February 22, 2018, the Department of Justice issued a press release announcing the “largest coordinated sweep of elder fraud cases in history.”...
There is, of course, a great allure to the idea of owning an apartment in New York City, a summer fishing cabin in Alaska, or a beach house...
As part of an elder law practice, we assist with a large number of estate plans. Typically, an estate plan is designed to plan for disability...
Over the years, clients have often asked whether or not their Social Security benefits are taxable. The answer is that it typically depends...
In June 2012, Nancy D’Ambrosio (“Nancy”) suffered a stroke that resulted in a need for 24-hour care services. She subsequently executed a...
About 54 million Americans, or 1 in every 5 people, report having a disability. Most Americans will experience a disability at some point,...
My oldest child is a senior in high school, and we are filling out the financial aid forms for the first time. There has been a big change...
Cruising through Caregiving is a terrific book helping all those who have cared for or will care for someone in their family through the aging...