Latest Blog Posts

Scam artists have been calling senior citizens, promising the older people a "big" tax refund on their social security, but all that happens is the senior is robbed....

A U.S. bankruptcy court has held that a wife who was contractually bound through a nursing home admissions agreement to apply for Medicaid benefits on her husband's behalf and failed to do so cannot discharge the debt owed to the nursing home through bankruptcy....

Did you know?? Beginning March 1, 2013 ALL federal benefits, including Social Security payments, will be exclusively be paid electronically....

The premature death of pop star Whitney Houston should serve as a reminder to everyone to make sure that their estate plans are up to date and that their trusts are properly funded. The story of Whitney Houston's death, because she was a celebrity, highlights what should be done, what was done wrong and what was done right....

Everyone over the age of eighteen (18) should have advance medical directives. Take control. Be proactive. Don't leave those very important matters to chance....

Rumors have been widespread that the Super Committee is considering cutting back the estate and gift tax exemptions from its current $5 million exemption to $1 million effective immediately....

Along with a will, Michael Jackson established a Living Trust. The beauty of a living trust is that the assets it holds at the time of death avoid probate, a time-consuming, expensive and public process. Overall, it can save a lot of money, time and hassle. Unfortunately, clients often forget the next necessary step to making trusts work as designed: they neglect to transfer their assets to the trust. In that case, probate is NOT avoided, and many of the benefits of a Living Trust are lost....

"Repealing the estate tax would be a further step backward to the robber barons' gilded age. Let's not take that step."...