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Details Matter in Real Estate Ownership

Every person who owns a residence or other real property must be aware of the form of ownership.  Recently, I told a client that she could purchase her mother’s residence…

Continue ReadingDetails Matter in Real Estate Ownership

1,400 Nursing Homes Get Lower Medicare Ratings Because Of Staffing Concerns

By Jordan Rau and Elizabeth Lucas July 30, 2018 Medicare has lowered its star ratings for staffing levels in 1 in 11 of the nation’s nursing homes — almost 1,400…

Continue Reading1,400 Nursing Homes Get Lower Medicare Ratings Because Of Staffing Concerns

When I'm Sixty-Four . . .

When I get older losing my hair Many years from now, Will you still be sending me a Valentine, Birthday greetings, bottle of wine If I'd been out till quarter…

Continue ReadingWhen I'm Sixty-Four . . .

Five Activities to Improve Your Child’s Communication Skills

By Lisa Orlando, Invo-Progressus Communication is such a fundamental part of who we are that we can take for granted how often we use these skills. Speaking, listening, questioning and responding…

Continue ReadingFive Activities to Improve Your Child’s Communication Skills

How the New Tax Bill Will Impact Older Americans

By David M. Goldfarb, Esq., and Hyman G. Darling, CELA, CAP Published May 2018 Last year’s $1.45 trillion tax re-write is certain to impact older Americans, but how? The Urban…

Continue ReadingHow the New Tax Bill Will Impact Older Americans

What About Hiring a Caregiver?

Many spouses, children and siblings of persons with disabilities or incapacitated elders hire non-family caregivers.  If non-family caregivers are paid to provide such services, they are either employees or independent…

Continue ReadingWhat About Hiring a Caregiver?

Handling Mom’s Old Savings Bonds

Here’s a scenario we have seen a number of times:  A parent comes in for estate planning owning fully-matured Series E savings bonds with beneficiaries named on them.  What are…

Continue ReadingHandling Mom’s Old Savings Bonds

Major Changes Coming for Social Security

For many of the more than 62 million beneficiaries - 42.8 million of whom are retired workers - Social Security is more than just a check. It's a financial lifeline…

Continue ReadingMajor Changes Coming for Social Security

Court Confirms Requirements for a Valid Will

In ruling on a recent will challenge, the Mississippi Court of Appeals restated the requirements for a valid last will and testament and what is required to make or overcome…

Continue ReadingCourt Confirms Requirements for a Valid Will

Powers of Attorney and Divorce

This recent Mississippi court case points out two things: people can do some devious things after a divorce, and a power of attorney agent cannot do things that the principal…

Continue ReadingPowers of Attorney and Divorce
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