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Latest Articles

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Ten Dos & Donts When Acting as a Trustee

Feb 21, 2010

Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What resp...

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More Seniors Eligible For Medicare Drug Subsidy

Feb 21, 2010

A million low-income seniors have become eligible for a big assist on prescription drug expenses thi...

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End of Year Tax Planning Considerations

Dec 13, 2009

As the New Year approaches, taxpayers around the nation are thinking about making gifts or other fin...

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Medicare Open Enrollment Period Ends 12/31/09

Dec 13, 2009

It is that time of year again — time to reassess whether your Medicare plan is working for you. Me...

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Health Care Reform And Long Term Care

Dec 13, 2009

Many of our clients have asked us what impact, if any, the legislative health care reform being cons...

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Annual Nursing Home Cost Close To $80,000/year

Nov 16, 2009

Price rollbacks throughout the U.S. economy during the past year did not apply to long-term care ser...

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10 Reasons To Create An Estate Plan – Now!

Nov 16, 2009

Many people think that estate plans are for someone else, not them. They may rationalize that they a...

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Medicare Premiums To Increase For Some In 2010

Nov 15, 2009

After not rising last year, the basic premium for Medicare Part B will shoot up 15 percent to $110.5...

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Estate Planning for Second Marriages

Oct 20, 2009

Getting remarried can be a joyous event, but it can also make estate planning more complicated. Addi...

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Irs Alerts Public To New Identity Theft Scams

Oct 20, 2009

The Internal Revenue Service reminds consumers to avoid identity theft scams that use the IRS name, ...

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