Human Rights Week is December 10-17: Focusing on LGBT Elders

Human rights are the fundamental rights which every living person is entitled to, and are considered to be universal rights or laws regardless of age, gender, ethnicity, and sexual orientation. President Obama proclaimed this … [Read more...]

States Must Expand Medicaid All the Way if They Want to Receive Full Affordable Care Act (ACA) Funding

After months of waiting for an answer about partial expansion of Medicaid, states received a reply from the Obama administration that if they partially expand Medicaid coverage, they will not receive the enhanced funding that … [Read more...]

Estate Planning Services May Be Tax Deductible

As the end of the year draws near, many of us are paying close attention to tax deductions.  Did you know that if you met with an estate planning attorney within the past year, your legal expenses may be tax deductible?In both … [Read more...]

The “Fiscal Cliff” and What it Means for Medicare

Medicare was established in 1965, providing health insurance for people 65 and older, regardless of income or medical history.  Throughout their working lives, people pay into Medicare based on the assumption that they will have … [Read more...]

Charitable Giving: When Generosity Could Disqualify You from Medicaid Eligibility

Gift giving can be a risky venture for people who may need Medicaid coverage within five years.For example, Jennifer and Ryan recently got married and her grandparents Rose and Lou would like to give them a Christmas gift of … [Read more...]

An Uncertain Tax Environment, and Medicaid Laws, Make it Tough to Plan Charitable Giving in 2012

With 2013 almost upon us, now is the time to act for matters like planning for your estate and gifts to loved ones.  Depending upon your goals and hopes for the coming year, it might still be time to wait when it comes to … [Read more...]

Obama’s Plan to Raise Estate Tax Creates Discord Among Democrats

President Obama is proposing a 45% estate tax after the current 35% rate expires on Jan. 1, 2013. His proposal would exclude from the tax the first $3.5 million of an estate's assets, down from the current threshold of $5.12 … [Read more...]

Special Needs: Making the Right Decisions for Your Loved One’s Future

This week, we celebrate "Special Education Day" and "Special Kids Day." Attend our Special Needs Planning Event on December 11. Find out more and register.Twenty million American families have at least one member with special … [Read more...]

Join Us For An Event About Special Needs Planning!

On December 11 at 6 p.m., we celebrate "Special Education Day" and "Special Kids Day" with a Special Needs Planning Event.Join us for an event focused on Special Needs Planning and enjoy some delicious refreshments!The majority of … [Read more...]

Special Needs Planning is a MUST for Families Facing Special Needs

Special Needs Education Day and Special Kids Day are both during the First Week of December! Learn more about Special Needs Planning and enjoy delicious refreshments at our monthly client appreciation event on December 11. Find … [Read more...]

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