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October Newsletter

Dear Clients and Friends, “ONE YEAR NOTICE” Several years ago, Congress passed a law to allow an “enhanced” ID or license to be used instead of a passport to enter into the country.
Now a new law will require that you have a “Real ID“ or license by October 1, 2020 to do the following:

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September Newsletter

Dear Clients and Friends, MAKING GIFTS DOES NOT MAKE YOU ELIGIBLE FOR MEDICAID Through my seminars, I have discovered certain ideas that are false are considered to be true by a majority of the population. One of the most common incorrect ideas is that you can make yourself eligible for Medicaid by making gifts as long as they are not over $15,000 per year.

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February Newsletter

Dear Clients and Friends, Happy Valentine’s Day! Last month’s newsletter was all about the SECURE Act, the new federal law about IRAs. I was very pleased to see more than 50 of you in attendance at my seminar to explain the act.

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January Newsletter

Dear Clients and Friends, Welcome to 2020! It is a new year and a new decade. It is also a new tax law that will impact everyone that has a retirement account. The statute was effective January 1, 2020.

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December Newsletter

Dear Clients and Friends, Season’s Greetings! As I write this, my family is busy making plans for Christmas and the new year. Whether you celebrate Christmas, Hanukkah, Kwanza or something else, we wish you the very best in the new year.

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Are Your Parents Okay to Live Alone?

The holidays bring scattered families together - giving adult children the perfect opportunity to closely inspect how aging parents are managing. It's not by chance that calls to Independent Living, Assisted Living and Memory Care communities spike just after the holidays. This is when families detect hints of trouble or see catastrophes on the horizon.

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Is Legal Planning Necessary for High School Children?

If you are the parent or legal guardian of a recent high school graduate this year, congratulations! If you have a child that will be graduating in the next school year, you have a very exciting school year ahead! I know this is an extremely busy time for your family. As parents, you have raised and nurtured your children for the last 17 years, preparing them to enter the world as an independent and successful adult. Even though they are leaving the nest in some form or fashion, you will still want to protect them just as much as you did when they were living at home.

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November Newsletter

Dear Clients and Friends, New Social Security Scams Scams directed at senior citizens are nothing new but recently there have been some scams directed at those of us who receive a social security check.

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