Should You Have a Self-Directed IRA?

October 9th, 2017
Most people own a retirement plan of some type. It could be a traditional IRA, Roth IRA, Simple IRA, Traditional 401(k), Roth 401(k), SEP IRA, or 403(b). Very few people know that they can convert any of these retirement plans to a self-directed reti… Read More

What You Need to Know About Retiring to Another Country

September 25th, 2017
For decades, your career stretched out before you, with retirement seeming like a faraway dream on the horizon that might never arrive. Suddenly, that moment you’ve been saving for is rapidly approaching, and you are faced with the decision of… Read More

Should You Have a Qualified Income Trust?

September 11th, 2017
If you are contemplating the need for long-term care, you know how expensive it can be to pay for. Medicare does not pay for long-term care, but Medicaid may be available to help with these expenses. Unfortunately, to become eligible for Medicaid ass… Read More

Third-Party Discretionary Trusts

August 23rd, 2017
There are many types of trusts, and they can be used to serve a variety of purposes: avoiding probate, minimizing taxes, protecting assets from creditors, providing for loved ones, and more. Your goal in creating a trust, and your circumstances, dict… Read More

Charitable Lead Trusts vs. Charitable Remainder Trusts

August 9th, 2017
If you are fortunate enough to have significant assets that you would like to use to benefit a favorite charity, you may be considering establishing a trust for that purpose. It’s likely that you also want to benefit yourself or your loved ones… Read More

Estate Planning for Digital Assets

July 18th, 2017
If you’ve sat down with your attorney and developed an estate plan, congratulations! Taking this step means that you and your loved ones can have peace of mind about who will inherit your home, your bank accounts, even those knick-knacks on the… Read More

Protecting Yourself From Three Scams That Target Seniors

May 31st, 2017
As members of the Baby Boom generation moves into their golden years, marketers will shower them with attention in hopes of garnering a share of their cash. Unfortunately, so will scammers. Older Americans have always been a popular target of scammer… Read More

May is Elder Law Month!

May 15th, 2017
There are plenty of things to celebrate in May, but one that you’ve probably never considered is “National Elder Law Month.” While celebrating elder law may not be as immediately satisfying as celebrating, say, “National Hambu… Read More

Why Your Estate Plan Needs a Durable Power of Attorney

April 26th, 2017
If you’ve taken the time to create an estate plan, congratulations! This is an important task that too many people put off. If someone asked you why you created an estate plan, what would you say? Most people would answer that question with … Read More

Understanding the Medicare Skilled Nursing Benefit

April 11th, 2017
Many people need skilled nursing care on a shorter-term basis, typically after an illness or injury has sent them to the hospital, but before they are up to caring for themselves at home. In these cases, Medicare does offer coverage for care in a ski… Read More
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