Elder Law
Understanding the Issues of Elder Law
The three main areas of focus for elder law attorneys include health care, estate and tax planning and guardianship matters.
August 3, 2022
Estate Planning
How Do I Maximize My IRA?
Use these suggestions to boost the balance in your retirement nest egg.
July 26, 2022
Asset Protection
What Is a TOD Beneficiary?
A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.
July 13, 2022
Charitable Planning
What Is the Best Way to Leave Money to Children?
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
June 28, 2022
Asset Protection
Senior Second Marriages and Estate Planning
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
June 17, 2022
Estate Planning
When a Spouse Dies, Does Survivor Get Their Social Security Benefits?
When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.
June 8, 2022
Elder Law
Common Mistakes in Claiming Social Security
Social Security benefits serve an essential role in most Americans’ retirement plans. Yet many people — even soon-to-be retirees — know little about how the program works or how to get the most from the benefits they’ve earned.
October 20, 2021
Elder Law
How Do I Stay Clear of Mistakes when I Switch Medicare?
If you get your health insurance through the public marketplace and are nearing age 65, don’t forget about Medicare.
October 8, 2021
Asset Protection
What Happens to My Home If I Leave It to a Medicaid Recipient in My Will?
My daughter is on Medicaid. If I give her my home in my will, what will happen to her benefits?
September 9, 2021
Estate Planning
Make the Most of a Roth IRA, Even If You’re Not Ultra-Wealthy
For traditional 401(k) plans and IRAs, you generally get a tax break when you make contributions and then pay taxes on the withdrawals in retirement. In contrast, Roth versions of those accounts come with no upfront tax break, but qualified withdrawals are excluded from federal income taxes.
August 9, 2021