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…
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…
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…
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…
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…
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…
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…
The four principles: Knowledge is the key to success. Professional help is crucial in saving time, money and stress. When money is available for care, caregiver stress is reduced and…
A divorce or the death of a family member can create a bureaucratic nightmare for the ex-spouse or the surviving spouse and children who have to carry on the financial…
We have been asked occasionally to draft a prenuptial, or antenuptial, agreement for a client who is planning to get married. Such agreements are contracts between the soon-to-be spouses as…
