News & Articles

Who Will Take The Helm If You Aren't Able To Guide The Ship?

April 2nd, 2014
Planning ahead in life seems to be difficult at times. But, when it comes to planning for major life and death decisions, it is important to do it now and ask for help from a professional. For many business owners, especially sole proprietors and own… Read More
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So You're An Expert In Social Security? Really?

April 1st, 2014
Think you know enough about Social Security to make the best decision about when to claim your benefits? Join the crowd. In a just released survey of 55 and older workers, 24% say they are “very  confident” and another 53% described themselv… Read More
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Mom Liked Me Best!

March 31st, 2014
“The more that there is an economic gulf between siblings, the less they see each other and talk,” says Dalton Conley, professor at New York University and author of “The Pecking Order: Which Siblings Succeed and Why.” The reason, he says, is… Read More
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Elderly Often Fraud Victims

March 28th, 2014
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
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When Should I Create An Elder Law Estate Plan?

March 27th, 2014
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
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Take A Look At Last Year's Tax Return!

March 26th, 2014
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
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Medicare And Medicaid: What's The Difference?

March 25th, 2014
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
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Affordable Retirement Locales in Ann Arbor

March 24th, 2014
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
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Estate Planning In A Nutshell

March 21st, 2014
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
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Make Sure You're Getting All Of Your Veteran's Benefits

March 20th, 2014
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
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