» Elder Law

In hospitals, nursing homes, doctors’ offices, pharmacies and insurance companies, professionals may cite Hipaa as a reason to restrict information. Some patients even have trouble accessing their own health records, supposedly because of the priva… Read More

You must report 2012 gifts on Form 709 even if you don’t owe tax. Among other things, that’s so the IRS will know how much of the $5.12 million ($5.25 million for 2013) tax-free amount you have used so far. April 15 is approaching fast, and the t… Read More

The silent party to all the fighting is, of course, Luray Caverns. It is not just a U.S. Natural Landmark. It is also a business, and businesses can suffer when their owners are at war with each other. Family businesses have a tough time passing from… Read More

…In general, the lasting anger and bitterness of litigation doesn't seem to occur when matters are settled by mediation. Inheritance battles are nothing new. We see several of them make their way into courtrooms far and wide, exposing the fami… Read More

Already, 5.2 million Americans have Alzheimer’s or some other form of dementia. Those numbers will jump to 13.8 million by 2050 … The latest numbers are in from the Alzheimer’s Association, and reports show one in three seniors dies with Alzhei… Read More

Let's say that someone who is not your spouse recently died and named you as their IRA beneficiary. You now have what the IRS calls an “inherited IRA.” When you inherit money, once you receive it you can usually decide where it goes from the… Read More

Statistics on power of attorney abuse are hard to come by, but experts recognize it as a prevalent problem. There will come a time at which you will need to legally delegate someone to handle your financial matters. This legal delegation, known as a… Read More

Most exit plans I’ve dealt with are some combination of these three basic techniques. And, the lines that differentiate them can be fuzzy. Owning and running a business is tough stuff, and at times you feel the weight of the world on your shoulders… Read More