News

By now you have probably heard the news that Congress and President Obama passed a new tax bill in the last week of December 2010. For many, there is still concern over what it means for them personally. Here is a high level summary. In 2001, Preside… Read More

Betty’s only daughter and her husband were deceased. Betty had two grandchildren whom she cared for deeply. Betty is a very smart woman and over the years she had come to rely heavily on her estate planning attorney for guidance. So much so, th… Read More

Shirley and her daughter Betsy recently visited the office of an elder law attorney. Betsy was concerned because her mom recently entered an assisted living facility and did not have sufficient income to pay the monthly cost. Shirley only had $90,000… Read More

Two sisters were in disagreement. They had each sought legal advice about Medicaid qualification for their ailing mother. Mary, the decision maker, was dealing with the financial aspects of her mother’s care as an Alzheimer’s patient. Her sister… Read More

The statistics are startling. 40% or more of all first marriages today end in divorce. The figures for second and third marriages are even higher. For parents, it is difficult to watch children or grandchildren go through a failed marriage. But even… Read More

Joe, a widower, came into the office of an attorney he had been referred to. He wanted to avoid paying estate taxes or losing his assets to a nursing home, so he asked the attorney if he should start gifting his assets away to his children. The attor… Read More

Some of our clients are young parents. Often times as they start out in life they have a small home or condominium and a large mortgage to go with it. They have not yet had time to accumulate a large pool of assets. But most have life insurance in pl… Read More

Dad needed round the clock nursing home care. Bob was dealing with the financial aspects of his dad’s care. His sister, Jean, was dealing with the emotional impact of what her father was going through as the primary caretaker. Bob got advice fr… Read More