Articles

On March 21, 2021, Rep. Jimmy Gomez and Sen. Bernie Sanders introduced a new bill into Congress called, “For the 99.5% Act.” The bill’s introduced form is only 18 pages long, but its potential impact on federal estate and gift tax l… Read More

In the United States, it’s very common for adult children to live far away from their aging parents. Managing aging parents’ or in-laws’ medical events can be a serious challenge without proper preparation and understanding of their str… Read More

Receiving your social security benefits at an earlier age will not reduce the overall amount of your benefit over time. Because you will be taking it at a younger age, your monthly payment will be smaller than if you had waited (up to 30% less than i… Read More

One out of five senior falls causes a serious injury — such as a broken bone or head trauma — according to a Centers for Disease Control and Prevention report. Injuries of this sort can make life difficult for an older person to do everyd… Read More

When someone passes away, there is an often-lengthy legal procedure. This involves a court overseeing the process of authenticating the will, reviewing the deceased’s assets, paying outstanding debts, and distributing the remaining property to the… Read More

Even if you wanted to have another party available to keep track of bills when you’re sick or away, adding a child’s name to a bank account may be more of a hassle than it’s worth. Doing so may have unintended consequences for both you and the… Read More

Too often, people try to circumvent probate challenges by deeding property away to someone else during their lives or by putting someone else on the deed to their home. Also too often, doing this leads to unintended consequences and higher attorneys&… Read More

Since the beginning of the coronavirus pandemic, we have been forced, as individuals, to assess our values and priorities along with our overall health. The COVID-19 clinical information relating to treatment options and likely outcomes based on pers… Read More