News & Info

There has been a lot of talk about Congress eliminating the step-up in basis.  Although this is touted as a wealthy man’s loophole, many...

On June 7, 2021, the United States Food and Drug Administration (FDA) granted accelerated approval for Aduhelm, a drug that can be used to...

Many of our clients choose to use Revocable Living Trusts as part of their estate plan.  There are many benefits of using a Trust, one of...

In our ongoing review of tax effective charitable giving strategies, this article will discuss charitable giving with retirement accounts....

A recent study published by the MDPI Journal of Geriatrics analyzed naturalistic driving data to predict mild cognitive impairment and dementia...

Charitable giving is often an important part of financial planning and estate planning as well as tax planning. Charitable giving should be...

In March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act authorized stimulus checks of up to $1,200 to most Americans,...

As a result of various issues associated with the COVID-19 pandemic, the state Medicaid agencies have faced a number of administrative challenges...

I recently received a great recommendation from a reader of the Hook Law Center blog posts.  He was looking for ways to help his elderly father...

The questions most people think about before retirement are “How much money will I need?” and “Am I saving enough?” While financial security...

While the past year has been one of isolation and uncertainty for all Americans, no group has felt the isolation more than those in long term...

President Biden has signed the latest COVID-19 relief bill, which in addition to authorizing stimulus checks, is designed to provide assistance...

Many clients are concerned about how they will fund a special needs trust that has been established for the benefit of a loved one. The first...

The American Rescue Plan Act, which was signed into law on March 11, 2021, carries a $1.9 trillion price tag and provides funding for a range...

The Senate has passed President Joe Biden’s $1.9 trillion stimulus package, a major step in the bill’s journey into law. The Senate voted...

Unfortunately, financial abuse of seniors in the form of scams and fraud have existed for quite some time. With every new version of a scam...

As our population ages, the cost of long-term care continues to increase as well. Many people worry that their savings and assets will not...

Crowdfunding sites, such as GoFundMe, have grown in increasing popularity over the last few years as a way for people, businesses and charities...

With all of the tax documents continuing to arrive in the mail, we are all painfully aware that it is currently tax season.  If you are an...

Whether you are creating your own estate plan or you anticipate one day being the beneficiary of an estate, you probably believe that your...