Blog

Surprise Medical Billing: What the Government is Doing to Stop It

Medical care is one of the few things we purchase without knowing the price for it. Imagine walking into a grocery store and filling your cart without having any idea what the food cost, or picking out a new wardrobe and handing over your credit card… Read More
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Categories: Finances

SECURE Act Becomes Law: How it Affects Your Retirement Planning

Almost a year ago, we wrote a blog post referencing the SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement.” At that time, the Act had just passed the House Ways and Means Committee. Whether it would become law, a… Read More
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Categories: Finances

Five Important Age Milestones Leading Up to Retirement

You have probably been saving for retirement (or at least thinking about it) for decades. All the while, retirement has seemed like some mythical city in the clouds that you would never actually reach. Then all of a sudden, your anticipated retiremen… Read More
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Categories: Finances

Ten Financial New Year’s Resolutions for 2020

Happy New Year! Not only is it a new year, but a new decade. While these milestones are somewhat arbitrary, it’s worth pausing at the threshold of a new year or decade to contemplate how much has changed in the past, and what new beginnings you’d… Read More
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Categories: Finances

Estate Planning & Elder Law Services is Moving!

The new year is a time of change and new beginnings, and, in 2020, that’s true for Estate Planning & Elder Law Services, P.C. as well. Big changes are afoot, and we can’t wait to share them with our friends, clients, and colleagues. Our North… Read More
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Categories: Firm News

Seven Year-End Tax Planning Tips for 2019

There are only a handful of days left in 2019, and while you may want to spend them making merry, you should devote at least a little time to brightening your tax picture for next year. When April rolls around (as it will, and sooner than you think),… Read More
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Categories: Finances, Tax Planning

What’s New in Housing Arrangements for Seniors?

What do you think of when you imagine living arrangements for older people? Perhaps a nursing home or assisted living facility. Maybe an older person living alone in the family home after the death of a spouse. In the best case scenario, you might pi… Read More
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Categories: Elder Law

Five Ways Small Business Owners Can Lower Taxes

Most people who become small business owners do so because they have a great idea, service, or product that they want to share. If you are a small business owner, you probably know a lot about the subject matter of your business, whether that’s… Read More
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Is Your Medical Information Safe in the Cloud?

You may not have read about it in the news, but Google has partnered with Ascension, one of the largest nonprofit health systems in the country. The Catholic hospital system operates in over 20 states, and accumulates a great deal of patient data, wh… Read More
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Categories: Elder Law

What's the Difference Between an ABLE Account and a Special Needs Trust?

If you have a child, grandchild, or other loved one with special needs, you may be concerned about their financial well-being when you are no longer around to help provide for them. They may not be able to manage their own finances, so you may be wor… Read More
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