News & Info

A 529 Plan, also referred to as a Qualified Tuition Program, is a tax-advantaged way to save for a loved one’s education expenses. While contributions...

Trusts are valuable estate planning tools that allow individuals to manage their assets and ensure their desired distribution upon death or...

As the population of aging Americans expands, many seniors are experiencing difficulty finding caregivers who are able to provide for them....

The Corporate Transparency Act (CTA) is a piece of legislation aimed at promoting corporate transparency and combating illicit financial activities...

Recipients of Social Security income recently received an 8.7% cost-of-living increase, the highest increase since 1981. While such an increase...

If you are considering engaging in estate planning or you may be inheriting assets, it is important to understand what the step-up in basis...

This is a question I receive often. Not just from clients but from friends and family too. My answer is always the same . . . “it depends.”...

Researchers from Massachusetts General Hospital and the University of California have developed a tool to study factors that predict mortality....

One of the less commonly encountered issues the personal representative of an estate will encounter is the transfer of firearms from a decedent’s...

Earlier this month, we all heard or read the news that three different banks collapsed: Silicon Valley Bank, the second largest bank failure...

Navigating end-of-life decisions and care needs is extremely difficult for most families. While it is never pleasant to deal with these issues,...

During an emergency or at the end of life, you may face questions about a loved one’s wishes with regards to medical treatment and not be...

If you have been through the financial planning process, especially as it relates to retirement planning, you are probably familiar with the...

This past week the nation was stunned by Bruce Willis’ diagnosis of dementia. Media reports that his family is shocked and saddened by the...

As elder law attorneys, one of the most common questions we are asked is whether Medicaid will take or confiscate someone’s home. The short...

In the Wake of Browne et al. vs. Williamsburg Facility Operations, LLC, et al. The Norfolk Circuit Court recently held that qualification...

Readers may recall the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in December of 2019, which resulted...

It’s no secret that seniors can become lonely as they age. Whether it is from the death of a spouse, deaths of friends, or isolation due to...

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...

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...