The Internal Revenue Service has announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds…
Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…
Assets are often placed in a trust to protect those assets from the beneficiary’s creditors, potential divorce, substance abuse or gambling problems, or just the inability to manage money. While…
Those who are socially isolated are over 40% more likely to have a cardiovascular event, such as a heart attack or stroke, than those who were socially integrated, new research…
Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…
Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…
Donna came in to talk about how to pay for her mother’s nursing home care, specifically Medicaid eligibility. She was concerned that her mother, Evelyn, had been named beneficiary of…
Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…
The law presumes that every adult is competent to make his or her own health-care decisions, and that no one has authority to make such decisions for the individual unless…
When a spouse or parent has been diagnosed with dementia or some other condition that affects cognition, the family members may conclude (or be told by others) that the person…
