If you are the owner of a business or professional practice, it is important that your estate planning documents are...
Blog
Questions to Ask Before a Senior Goes Home from the Hospital
Seniors face unique perils when they are hospitalized. Apart from the ever-present threat of Covid infection, delirium, functional decline and...
Are You Contemplating the Sale of Property in a Trust?
Every year we receive telephone calls from people who own property that is titled in a trust or are the...
This Story Has a Happy Ending
As you may recall, we discussed the proposed changes to the tax code in the second quarter edition of A...
A Lesson Learned at David Bowie’s Expense
David Bowie, a trend setting entertainer, died from cancer on January 10, 2016. By January 29 the media was already...
Advance Funeral Planning Makes Financial Sense
It’s easy to understand how advance funeral planning can reduce the stress on surviving family members and provide peace of...
A Lesson Learned at Prince’s Expense
In the last issue of A Step Ahead, we discussed how David Bowie’s failure to incorporate a trust in his...
Elder Abuse — Myths and Misconceptions
Our perceptions about elder abuse are often misguided. Unfor- tunately, our misconceptions affect our ability to recognize the signs of...
Does A “Medigap” Health Insurance Plan Make Sense?
If you or a loved one are on Medicare and are considering the purchase of a Medicare Supplement plan, you...
The ABLE Act: Is it all that it’s cracked up to be?
The Achieving a Better Life Exprience Act of 2014 (the “ABLE Act”) was signed into law by President Obama in...
Can I Gift My Life Insurance to Charity?
Life insurance has long been touted as an essential strategy for protecting a young and growing fam- ily. As we...
Supplemental Needs Trusts for Adult Beneficiaries
When one creates an estate plan, he or she will generally inquire as to the provisions that will protect the...