Estate Planning
How Does Enrolling for Medicare Work with Social Security?
Social Security and Medicare are social safety programs that Americans pay into during their working years through taxes.
January 1, 2020
Blog Articles
Estate Planning
Disappointing News from Social Security for 2020
In case you didn’t see the news, those on Social Security won’t be getting a very generous raise this coming year.
November 15, 2019
Durable Power of Attorney
Special Needs Family Requires Special Planning
As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming.
October 31, 2019
Elder Law Attorney
What’s Long Term Care About?
Most people over 65 eventually will need help with daily living tasks, such as bathing, eating or dressing. Men will need assistance for an average of 2.2 years, while women will need it for 3.7 years, according to the U.S. Department of Health and Human Services’ Administration on Aging.
October 9, 2019
401(k)
Retirement Planning: Where to Start?
Contemplation of retirement can be both exciting and intimidating. Obviously, planning for the beginning of retirement should start early.
September 25, 2019
401(k)
What Will Congress Be Considering that Will Affect My Retirement?
When Congress returns from recess, it will have a slew of proposals to consider, including some that could have a big impact on your retirement.
September 23, 2019
Estate Planning
The Secret to Spousal Benefits for Social Security
Understand how Social Security spousal benefits work to make the most of your retirement funds.
July 31, 2019
401(k)
Here’s How to Minimize Taxes on 401(k) Withdrawals
You’ve invested in a 401(k), made contributions for decades and finally are ready to withdraw–or take distributions, in retirement-plan speak. However, you now have to pay taxes on what you take out, effectively reducing your nest egg. What to do? Here are several ways to minimize taxes on withdrawals.
July 22, 2019
Durable Power of Attorney
How To Avoid Senior Financial Abuse
After decades of financial independence, many adults cannot imagine a future in which they can no longer perform daily financial tasks without help.
July 16, 2019
Asset Protection
Worried about a Spouse Needing Nursing Home Care?
Let’s take one couple, Tom and Louise, who have been married to each other for over 50 years and live in the same home they bought when they first got married.
June 5, 2019
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