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...
During your retirement years, you may expect to receive Social Security payments. A few people may also receive payments from public or private...
The Department of Defense has unveiled a new retirement plan that will go into effect on January 1, 2018. The new “blended” plan will not...
An unfortunate, but common, scenario: You and your spouse get divorced. You remarry, but die shortly thereafter. Your loved ones...
There are two ways in which the 3.8 percent net investment income tax (NIIT) can have an impact on your estate plan. It can raise your tax...
About a year ago (May 22, 2015), I wrote a newsletter article highlighting the possibilities of protecting your assets using a relatively...
Frequently, disputes with nursing homes related to resident care arise. When they do, the contracts, policies, and documents of the nursing...
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