On December 7, 2016, the Special Needs Trust Fairness Act passed Congress as part of the 21st Century Cures Act and is expected to be signed...
This newsletter recently addressed proposed treasury regulations that, if enacted, will drastically impact transfers of family businesses....
Unintended consequences can occur when people fail to consider the effect of a plan on persons with special needs. Estate planners who are...
Author: Stephanie Washington Co-Author: Letha Sgritta-McDowell During the holidays, it is not uncommon for emergency rooms to see an increase...
Your cell phone may have a life-saving feature that you should be aware of. For iPhone users, the feature is called “Medical ID.” Medical...
Well, one of the more painful election cycles I have ever experienced is, thankfully, over. Now that the American people have finally cast...
A recent article in our newsletter discussed Universal Home Design and the advantages it has for individuals of all ages. Fortunately, Virginia...
In December 2014, Congress passed the Disabled Military Child Protection Act as part of the National Defense Authorization Act of 2015. This...
Under IRS regulations, taxpayers can deduct a greater amount from their 2017 taxes due to the purchase of long-term care insurance. You can...
About 54 million Americans, or 1 in every 5 people, report having a disability. Most Americans will experience a disability at some point,...
It is important for taxpayers to be informed about required minimum distributions (RMDs) from IRAs so that they can plan accordingly for their...
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...
At times we all fall victim to focusing on the present at the expense of planning for the future. Many business owners continually focus on...
Although we frequently think of seniors as living among family members or in a senior community or other shared housing arrangement, the likelihood...
The IRS has published proposed regulations concerning the valuation of family-owned businesses for estate and gift tax purposes that are potentially...
A living trust is a legal entity that is used to hold title to your assets while you are alive. Upon your death, the assets are then transferred...
With identity theft and credit card fraud becoming a growing problem, there are things that each of us can do to minimize the risk. Shred...
Many individuals want to stay in their home through old age. Frequently, our clients are concerned that their home is a poor place to age...
