The U.S. Attorney’s office recently charged six defendants with yet another telemarketing fraud scheme targeting the elderly. The allegations are that the con artists sought out and preyed upon the elderly through their lottery scam. We see these r… Read More

The answer is the typically vague "it depends." It is best to view elder law estate planning needs not by age but by circumstances. The typical concerns prompting a plan include providing for disability, keeping assets out of probate court… Read More

Taxes are one of your largest retirement expenses. Your 2013 federal income tax form is a guide to reducing those taxes in 2014. Before filing away the return for last year’s taxes, take a few minutes to study it. A careful review of the return can… Read More

If you have elderly parents, don’t wait to learn about Medicaid — sometimes referred to by a litany of other state names, like Medi-Cal and MassHealth. By any name, this is government insurance for people who have very little money that covers, a… Read More

Try to purchase a home in New York City with a budget of $140,000 and the options are pretty limited–a 375-square-foot apartment in Queens may be the most luxurious possibility. In Los Angeles, buyers may have to look exclusively at inland foreclos… Read More

If you don't make arrangements for what will happen after you are gone, the government will step in and make all those decisions for you—and they may not be the decisions you'd choose. The process will also be more difficult and costly fo… Read More

Are you receiving all of the veteran benefits that you should? If you are the surviving spouse or dependent—or a veteran yourself—and you could use some extra income, you should look into the Non-Service Connection Pension. This pension is offere… Read More

This year the unified federal gift and estate tax exemption was increased to $5.34 million dollars. What this change means is that an individual can now give up to $5.34 million during their lifetime, or pass away with an estate valued up to $5.34 mi… Read More