News & Info

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...

Due in large part to the ever informative Google search bar, estate planning attorneys often see clients who undertake to draft or revise...

It has been a little over a year since the 2017 Tax Cuts and Jobs Act was signed into law. Although many of us do not yet know how the changes...

Many clients come into the office with a preconceived determination of which estate planning documents they need. Some clients believe their...

Most of us assume that our children or other family members will help take care of us when we get older. Many seniors rely on their spouse...

While discussing estate planning with clients, we often stick to the theoretical and the reason behind having certain legal documents in place;...

Shoppers in the U.S., on average, incurred $1,054 in debt over the 2017 holiday season. If those shoppers chose to pay only the minimum payment...

Many clients come to our office and want to limit an inheritance to, or completely disinherit, a spouse, due to a number of reasons. ...

What is the “grandparent scam” and how does it work? Unfortunately, seniors are often the targets of scams looking to cheat them out of their...

If your annual income falls somewhere between $50,000 and $200,000, chances are that more than half of your assets consist of 401(k), 403(b),...

On November 9, 2018, the Deputy Administrator and Director of the Centers for Medicare and Medicaid Services issued a notice regarding the...