In 2015, a beneficiary sued the testamentary trustees and executors of a Texas estate for breach of fiduciary duty and also sought an accounting, temporary
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Medicare Now to Reimburse Doctors for Testing Patients for Alzheimer’s or Dementia
Finally, after many years of pressure from patient advocate groups, Medicare will begin to reimburse doctors for the time needed to test patients with cognitive
If it is So Important, Why Doesn’t Everyone Make a Will?
No one likes to plan for his or her death, but it’ll happen to all of us, says The Reading Eagle Business Weekly in the
Retirement in Special Needs Families
The big challenge for many Special Needs Families is balancing the financial needs of retirement with the long-term needs of a child with a disability.
Inheritance Do’s and Don’ts
Receiving an inheritance can inspire mixed emotions. The Reading (PA) Eagle Business Weekly’s recent article, “What to do and what not to do with your
It’s Not Fair! Will Contests Are Costly and Stressful
Say that after an extended illness, the older of two brothers passes away. When he died, he was divorced, although he had been married three
Massachusetts Looks at Changing Special Needs Trusts
A recent article in The Boston Globe, “MassHealth may force seniors to make hard choice,” explains that disabled seniors in the state may need to
Health Care Proxy Details and Other Important Estate Planning Documents
Thoughtful planning for any contingency when caring for elderly loved ones, means preparing several legal papers and documents in advance of an emergency. You should
Changes to Estate and Income Tax Now Effective in the Garden State
Recently effective legislation in New Jersey adjusts the amount of retirement income excluded from the state’s income tax, doubling that amount to $40,000. An increase
Here’s How to Get Your Affairs in Order
It’s a great idea to get your personal and financial affairs in order, so your children will know where things are, both physically and financially,
Tips on Downsizing
Downsizing your home can have a financial effect, especially for your pension and your estate planning. This was the advice in a Starts at 60
Let’s Understand Estate Planning Basics
Can you believe there are still people out there who think estate planning is only necessary for the wealthy? That is not true. A basic
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