Latest Blog Posts

  • Can You Bequeath Your Frequent Flyer Miles?
    Posted on: 14 Nov 2017
    If you’re a frequent airline traveler, one of your estate planning concerns may be what will happen to your accumulated miles once you’re gone....
  • Severe Shortage of Home Health Workers Robs Thousands of Proper Care
    Posted on: 13 Nov 2017
    Acute shortages of home health aides and nursing assistants are cropping up across the country, threatening care for people with serious disabilities and vulnerable older adults....
  • Veteran's Day - November 11
    Posted on: 10 Nov 2017
    Veterans Day is intended to honor and thank all military personnel who served the United States in all wars, particularly living veterans. ...
  • How Long Should You Keep Important Documents
    Posted on: 07 Nov 2017
    You do need to save certain documents longer than others, and— for financial and estate planning purposes—these documents should be organized and accessible. ...
  • Disability Complaints to Airlines Doubled in a Decade
    Posted on: 06 Nov 2017
    The number of complaints against airlines from disabled travelers doubled in a decade to more than 30,000 in a year, according to a recent federal watchdog report....
  • IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die
    Posted on: 31 Oct 2017
    Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning. Not only must you trust the appointed guardian to raise your children as you’d want them raised, but you also need that person to be financially responsible with your children’s inheritance. ...
  • Long Waits and Long Odds for Those Who Need Social Security Disability
    Posted on: 30 Oct 2017
    Recently, the Social Security Administration introduced changes to fight fraud and streamline the application process, including a new rule that removes special consideration given to a person’s longtime doctor. ...
  • Planning for the Future Without A Crystal Ball
    Posted on: 24 Oct 2017
    Not only do we now have a generous $5.49 million exemption and a lower 40% rate, we also have renewed emphasis and action from the President and Congress on repealing the estate tax, as evidenced by the September 27, 2017 Unified Framework for Fixing Our Broken Tax Code. So what does this mean for you, as you’re planning for the future?...
  • Probate Problems: How to Steer Clear of Probate Court
    Posted on: 23 Oct 2017
    Many people have been told that it is important for people to “avoid probate.” But just because people may have heard that term, doesn’t mean they know exactly what probate means, why it can be a problem or how to successfully avoid it. In this post, we will take a look at the term probate to understand exactly what it means, and what the process includes....
  • It's National Estate Planning Awareness Week 2017
    Posted on: 17 Oct 2017
    Because Congress found that over 120,000,000 Americans did not have an up-to-date estate plan, they voted in 2008 to declare the third week in October each year as National Estate Planning Awareness Week....
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