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With Loopholes Closed What to Do About Social Security Now
January 22nd, 2016
In a surprise move Congress closed popular Social Security loopholes for married couples, but that does not mean that all Social Security strategies are gone. The United States Congress takes a lot of heat for not doing very much. However, sometimes…
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Long Term Care, Medicaid, Succession, Trust Funding, Weblogs, Will
Fighting Against Abusive Probate Guardianship
November 11th, 2015
For decades, states have granted courts the power to appoint guardians or conservators for elderly or disabled people unable to tend to their basic needs. Most appointed guardians are family members, but judges can turn to a growing industry of profe…
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It's That Time of Year!
November 6th, 2015
This is the time of year when certain money issues come more into focus, including those related to income-tax planning, charity scams and checking up on the financial health of family members. Tax planning isn't shaping up as anything remarkabl…
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Categories: Charitable Giving, Current Affairs, Estate Planning, Taxes, Trust Funding, Weblogs, Will
California Court Upholds Trust that Gives Millions to Lady's Gardener
November 3rd, 2015
A Sonoma County bank overseeing the trust of a wealthy Kentfield divorcee who left a large chunk of her $8.5 million estate to her gardener and other non-family members will be allowed to dip into the fund to defend challenges from the woman's d…
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The High Cost of Dementia
November 2nd, 2015
Three diseases, leading killers of Americans, often involve long periods of decline before death. Two of them — heart disease and cancer — usually require expensive drugs, surgeries and hospitalizations. The third, dementia, has no effective trea…
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Probate, Trust Funding, Weblogs, Will
Special Needs Attorney Testifies Before Congress
October 27th, 2015
Richard A. Courtney, President of the Special Needs Alliance (SNA) and principal in the Courtney Elder Law Associates section of Frascogna Courtney, PLLC, testified Friday, September 18 before the U.S. House Energy and Commerce Committee Subcommittee…
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Can I Survive Financially if I Live to be 100?
September 25th, 2015
How long will you live? It’s a key question in retirement planning. If you’re healthy and your family tree has branches with staying power, you may figure that you have decades ahead. If your parents died early of natural causes, you may assume a…
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“Estate Planner” Scams Customers with Turkish Bond Investment
August 28th, 2015
A Naperville businessman was sentenced recently to seven years in federal prison and ordered to pay more than $3.3 million in restitution for conning clients into investing in nonexistent Turkish bonds as part of an elaborate, $28 million Ponzi schem…
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Categories: Uncategorized
Law Students Help Vets with Estate Counseling
August 13th, 2015
The University of Nebraska's College of Law is sending its students to help military veterans with matters related to estate planning, giving law students practical experience while helping a population in need. Over recent weeks, fourteen veter…
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How Hard Is Your Money Working?
August 11th, 2015
Your money should always work for you, but when you're retired, it needs to work even harder. Help safeguard your retirement by placing demands on your hard-earned cash. A recent article published in MoneyWatch, “Seven demands retirees should…
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