News & Info

If you are like most taxpayers, you do not enjoy opening mail from the IRS, especially if the IRS is after you to collect a tax liability....

Many of our readers have two things in common: (1) they are not fans of “traditional” long-term care insurance, and (2) they are not fans...

Signed into law on June 6, 2018, the MISSION Act is designed to strengthen the ability of the Department of Veteran’s Affairs (VA) to deliver...

For many Americans, owning a pet – whether it’s a dog, cat, bird, or other type of animal – is a major part of a fulfilled and happy life....

Tax deferral has long been one of the most powerful money saving strategies in existence and few options rival the concept of the stretch...

Internal Revenue Service (“IRS”) Form 8379 Injured Spouse Allocation is a form that can be submitted with the jointly filed individual tax...

In a previous newsletter article, I mentioned that choosing the right Social Security claiming strategy could increase your retirement income...

In December 2014, the Achieving Better Life Experience Act (ABLE) was signed into law, allowing persons with a disability onset prior to age...

When a parent or loved one is diagnosed with dementia, the diagnosis is devastating not only for the person who has dementia, but also for...

A recent study from Rush University analyzed whether decreased awareness to scams was an early indicator of dementia.  The study included...

Taxpayers must use one of five filing statuses when filing their individual tax return. Your filing status determines your income tax rate...

For those of us still in our working years, there are two things we are good at from a financial planning perspective: earning income and...

The 14th Amendment of the Constitution of the United States of America provides the right to due process attaches to anyone who is threatened...

If you have recently experienced the death of a loved one, you may be trying to get their affairs in order. That might include looking through...

Many clients and their families find themselves in a situation where they have had a stay in a hospital and then are discharged to a skilled...

After you have filed your tax return you may be anxiously awaiting your refund and wondering what the status is. Fortunately, with just a...

A recent New York Times article described the plight of a gentleman who turned 65, but failed to enroll in Medicare because he was already...

We see many instances where a nursing home has discharged a patient against the wishes of the family of the client. Most will accept the discharge...

When we meet with clients, one issue that comes up often is end-of-life care. While it’s certainly an unpleasant thought, it is important...

When one spouse is facing a long-term care need, the initial focus is on the health needs of the spouse who will need long-term care (the...