Firm News

30 Mar

Legislative Concerns for Special Needs Planning

Parents must often consider how best to plan for their special needs child. They must ensure that their loved one will always have a place to live, as well as future financial stability. In essence, parents must find a way to provide for the unique needs of their child at their death. This requires a

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24 Mar

Quick Tips to Prevent Senior Scams

Scammers and hackers are constantly targeting seniors; every year, they use more sophisticated technology to steal our personal information. The scariest attack uses voice modulation software; the criminals have a friendly but recorded conversation with anyone, such as your Pastor. Then they use that conversation to create a false conversation—then you get a call you’re

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16 Mar

The Advantages of Planning with Revocable Trusts

There are many reasons why using a revocable trust-based plan may be more advantageous than planning with a last will and testament to distribute your estate at your death. Revocable trusts provide families with privacy at death. Unlike a will, a trust is not public record. Instead, trusts are private contracts that can act as

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02 Mar

Selecting the Business Entity that’s Right for You

When forming a business, most people wish to protect their personal assets from all potential business-related liability. There are several different options from which to choose when selecting the best entity for your particular situation: consider a C-Corporation, a subchapter S corporation and there is also a PC (Professional Corporation); a Limited Liability Company (LLC)

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17 Feb

The VA is turning its back on our “Greatest Generation” – again.

While the catastrophes of the VA Healthcare system hit the news, with veterans waiting forever to get the care they need, and the VA Benefits Department hit the news with Service Connected Disability Claims taking forever to be processed, it is our “Greatest Generation” of veterans who are being left behind with the VA silently

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16 Feb

Supporting our Caregivers

Providing care to your loved one, whether a child, parent, or spouse, can be a labor of love. But caregiving is a much more difficult job than most people realize, as caregivers are often chained to their responsibilities. They often lack the opportunity to go to the grocery store or more importantly, to get away

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10 Feb

Avoiding Do-It-Yourself Estate Planning

Avoid do-it-yourself estate planning. Most people miss out on important tax and money saving strategies when they draft their own documents through software companies like LegalZoom or Quicken Lawyer. Worse, some people try to write their own Will, Deeds, and Powers of Attorney. More often than not, it ends up in a lawsuit, or at

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02 Feb

The Affordable Care Act and your 2014 Income Tax Return

Many file their taxes annually through the use of programs like TurboTax. However, taxpayers may find their returns complicated by the Affordable Care Act for 2014. This year, every taxpayer must report to the government whether he or she had health insurance. Those who did not have health insurance for 2014 will be penalized. If

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26 Jan

Legal Resolutions for the New Year

Set achievable goals for 2015 by vowing to update your legal documents and put proper planning in place. It’s important for an experienced elder law attorney to review your planning every 3-5 years, as personal circumstances, state laws, and the nature of your assets may change over time. While every person has unique estate planning

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