Blog

Five Really Major Dangers of Required Minimum Distributions

If you have an Individual Retirement Account (IRA), you are probably familiar with the term Required Minimum Distribution (RMD). Most people know they have to take RMDs starting at a given age, but they may be a little fuzzy on the details—and that… Read More
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Categories: Finances, Tax Planning

The Medicaid Child Caretaker Exception

As you age, there’s an increasing chance that you may need long-term care in a nursing home or other facility. When you do, there’s also a chance you may need the help of Medicaid to pay for it; most people can’t afford to bear the high cost of… Read More
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Should You Convert Your IRA to a Roth?

Prior to 2010, only taxpayers with an adjusted gross income (AGI) of less than $100,000 had the ability to convert their non-deductible or deductible Individual Retirement Accounts (IRAs) to a Roth IRA. In 2010, however, Congress extended that option… Read More
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Categories: Finances

Elder Law Month 2019

It’s May! The snow has finally melted away, spring has well and truly sprung, and, of course, it’s National Elder Law Month. We don’t mark Elder Law Month with pageants and parades, but we do mark it—and we hope you will, too. As always, a br… Read More
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Categories: Elder Law

Five Planning Tips For Families With Special Needs

When we hear the term “special needs” we often think of children, but a family may have a young adult or older relative with a physical or mental disability that falls under the umbrella of special needs. Individuals with special needs may qualif… Read More
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Categories: Estates & Trusts

Five Ways to Handle Digital Estate Planning

So much of our lives is online these days, but surprisingly few of us plan for what happens to our online accounts and assets when we are no longer around. Some of your Instagram followers may never notice that you’ve stopped posting vacation pictu… Read More
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Categories: Estates & Trusts

The SECURE Act and Other Changes to Federal Tax Law on the Horizon

Like most Americans, you have probably just breathed a sigh of relief that the tax season is over and your taxes (hopefully) are filed. Thinking ahead to changes in tax law for 2019 and beyond is likely the last thing you want to do right now, but pl… Read More
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Categories: Tax Planning

Surprising Facts About Aging in America

“Old age isn’t so bad when you consider the alternative.” -Maurice Chevalier Most of us have heard, or made, jokes to this effect: that aging is awful, but at least it’s better than being dead. And The Who (most of whom didn’t get their wis… Read More
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Categories: Elder Law

What is Cognitive Screening, and Who Needs It?

What would you say if you found out that your doctor completely skipped a recommended part of your annual wellness visit? If you’re over 65, there’s a pretty good chance that she did. And chances are, you didn’t even notice, much less say anyth… Read More
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The Seven Stages of Alzheimer’s Disease

Every person with Alzheimer’s is unique, and each person has their own experience of this disease. That said, most people progress through seven stages, and it can be helpful for loved ones to understand the progression of Alzheimer’s disease. Un… Read More
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