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Recent Blog Posts

Strategies for a Rising Tax Environment
With the probability of tax hikes in all categories in the near future, many clients voice concerns over planning strategies in this type of rising tax environment. Specifically, they ask, “What are some sound strategies for a rising tax environment that can be implemented before the end of 2021 to minimize tax liability and sure up long-term financial wellness?”
November 17, 2021
The Infrastructure Legislation and its Implications on the Elderly/Veterans
This year continues to show us that it is still increasingly difficult to predict the future. That makes all types of planning for the future - planning for retirement, long-term care, disabilities or death- more complicated as well.
November 15, 2021
The History of Estate Planning
As we approach Thanksgiving and reflect back on those first settlors, you may wonder how we got to where we are today in terms of landownership, transitioning wealth and providing for the next generation.
November 12, 2021
Just What Does an Estate Planning Attorney Do?
Since there are many estate planning forms available on the Internet, why should you hire an estate planning attorney? Well, the article in the Herald Times Reporter “Estate planning attorneys are like a QB” explains why you need to find out what they actually do and that they play a vital role.
November 11, 2021
What You Need to Know About Paying for Rehabilitation After a Hospital Stay, Part 2
When a loved one is discharged from a hospital but still requires professional medical assistance, the hospital discharge consultant may recommend transitioning to a rehabilitative environment for a short period of time.
November 10, 2021
Transitioning to Rehabilitation After a Hospital Stay, Part 1 
Many patients, especially elderly patients, who are discharged from a hospital stay are not in a position to return home. They may need additional time to recover and continue to be cared for by medical professionals.
November 8, 2021
Disability Planning – Be Proactive with Power of Attorney Documents
There are two legal tools available that allow someone to manage your financial, medical and personal needs. The two tools are power of attorney documents and guardianship.
November 5, 2021
Preparing Seniors for Winter
Like the Boy Scout motto, the key to keeping seniors safe and sound during the winter is “be prepared.” There are several ways that seniors and their loved ones can prepare for winter and the hazards that go along with the colder weather.
November 4, 2021
Medicare Open Enrollment – October 15 through December 7, 2021
Medicare eligibility begins at age 65 for most Americans. Most Medicare beneficiaries receive Medicare Part A without a monthly premium (as long as you worked for 10 years in the US and paid Medicare taxes).
November 3, 2021
How Inflation is Affecting the Elderly
Americans must face the hard reality that the value of the dollar will be worth less in the future than it is today. The primary concern for retirees is how inflation impacts future purchasing power, especially in the healthcare industry as well as food, gas and home energy prices.
November 1, 2021
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