January 25, 2024Elder Law, Estate Planning IRS To Provide Free Tax Prep Software – Is it For You? It’s been a long time coming, but this year, for the first time, the IRS will provide Free tax prep...
October 17, 2023Elder Law, Medicare Planning Medicare Open Enrollment Period Is Here! Are you prepared for the Medicare Open Enrollment period? It is an essential time for beneficiaries to review and adjust...
October 6, 2023Elder Law, Fiduciary Services EXAMPLES OF BREACH OF FIDUCIARY DUTY You may have heard the term “breach of fiduciary duty” and wondered exactly what it means. From the context, you...
August 9, 2023Elder Law, Medicare Planning WHAT IS THE MEDICARE OBSERVATION TRAP? The Medicare Observation Trap happens when patients and families are least expecting it. The patient has a serious health emergency...
July 27, 2023Asset Protection, Elder Law, Medicaid MEDICAID AND PRESERVING YOUR FAMILY HOME Obtaining Medicaid and Preserving Your Family Home A home is often the primary asset that one wishes to preserve when...
March 21, 2023Elder Law, Estate Planning Why Don’t Celebrities Have Better Estate Planning? Every time a celebrity dies, it’s just a matter of time until we learn how poorly their estate plan has...