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Estate Planning, Wills And Trusts

What Happens When a Nursing Home Closes?

December 27, 2019

A nursing home closure can be traumatic for residents who are forced to move. While there may not be much that can be done to prevent a closure, residents do have some rights. Moving into a nursing home can be a stressful experience on its own. If that nursing home…

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Estate Planning, Wills And Trusts

Have a Happy New Year: Five Resolutions for a Stress-Free 2018

December 27, 2019

Estate planning can be an unsettling process for many people. An estate plan is the strategy you develop at any age, for your life and future, to provide yourself and your family peace of mind, so you can enjoy the years to come worry free. There are a few things…

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Estate Planning, Wills And Trusts

How Will the New Tax Law Affect You?

December 27, 2019

While most of the new tax law – the Tax Cuts and Jobs Act — has to do with reducing the corporate tax rate from 35 percent to 21 percent, some provisions relate to individual taxpayers. Before we get into the details, be aware that almost everything listed below sunsets…

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Estate Planning, Wills And Trusts

You Can Give Away More Tax Free in 2018

December 27, 2019

After staying the same for five years, the amount you can give away to any one individual in a particular year without reporting the gift will increase in 2018. The annual gift tax exclusion for 2018 is rising from $14,000 to $15,000. This means that any person who gives away…

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Estate Planning, Wills And Trusts

Wealth vs. Health

December 27, 2019

I came across this great article in Forbes’ Wells Fargo Voice from last month written by Alice Lesch Kelly that I want to share: Wealth Vs. Health: Take A Balanced Approach: (Go to: Forbes for original post, mostly reproduced here). We all need balance in our lives and this article…

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Estate Planning, Wills And Trusts

How Will You Know if Your College- Aged Child is Hurt? HIPAA Laws May Mean You Won’t.

December 27, 2019

A Little Peace of Mind Goes a Long Way. You’ve tried to prepare them in every way you can for college, but how can you make sure your children will be protected when you’re not around? Are they prepared for a medical emergency? It’s hard to believe, but privacy laws…

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Estate Planning, Wills And Trusts

Use Your Will to Dictate How to Pay Your Debts

December 27, 2019

The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay your debts. While generally heirs cannot inherit debt, debt can reduce what they receive. Spelling out how debt should be…

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Estate Planning, Wills And Trusts

How the Elderly Lose Their Rights!

December 27, 2019

Guardians can sell the assets and control the lives of senior citizens without their consent – and reap a profit from it. Everyone must read this great article from the October 9, 2017 issue of the New Yorker by Rachel Aviv.  – Click Here for New Yorker Article

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Estate Planning, Wills And Trusts

Nursing Home Costs Rise Sharply in 2017

December 27, 2019

The median cost of a private nursing home room in the United States has increased to $97,455 a year, up 5.5 percent from 2016, according to Genworth’s 2017 Cost of Care survey, which the insurer conducts annually. Genworth reports that the median cost of a semi-private room in a nursing…

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Estate Planning, Wills And Trusts

Now Is the Time to Review Your Medicare Options

December 26, 2019

Are you happy with your current Medicare plan or plans? Now is the time to think about whether you are in the right plan or whether a new plan could save you money. Medicare’s Open Enrollment Period, in which you can enroll in or switch plans, runs from October 15…

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