Firm News

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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12 Jan

Gifting with Financial Powers of Attorney

Most people who hold a General Power of Attorney believe that it allows them to do “anything” that could be helpful, if needed. Not True! The opposite is true. It only allows an agent to do what is specifically authorized and has strict limitations. A General Durable Power of Attorney, also known as a financial

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05 Jan

Finding the Right Professionals

Many estate plans require the help of several professionals working together to ensure that your overarching plan for the distribution of your property at your death works the way that you intend. Often plans don’t work out the way you want because your property can be titled in so many different ways. It’s important to

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