Reverse Mortgage Rules Changing Again

I've written several times over the years on the topic of Reverse Mortgages.  My first article explained the concept and requirements of a Reverse Mortgage and how seniors can use a reverse mortgage.  My second article, entitled … [Read more...]

Be Prepared

In my last blog post, I mentioned I’d be spending a week and a half working as a member of the archery staff at the BSA National Scout Jamboree, helping the Boy Scouts of America celebrate its 100th Anniversary.   Well, I'm happy … [Read more...]

Health Reform: Changes in Store for the Elderly

After a year of legislative wrangling and premature forecasts of death, historic legislation overhauling the nation's health insurance system passed the Congress and has been signed into law by President Obama.  Among some of the … [Read more...]

Upcoming Seminars for Lawyers and Clients

  I'm conducting two seminars this week on the topic of Income Only Trusts. The first one is a teleseminar for attorneys around the country who are members of the professional group ElderLawAnswers.  Entitled Using Income Only … [Read more...]

Using a Reverse Mortgage to Pay for Home Care

Many of my clients ask me how I feel about reverse mortgages, and even more so this past week because of a favorable story that appeared in last week's Washington Post entitled "Reverse Mortgages are Not the Next Subprime."  This … [Read more...]

Major Change in Estate Tax and Capital Gains Tax for 2010

Because of a Congressional failure to act before the end of 2009, there's good news and bad news to report on the Estate Planning and Elder Law front.  The good news is there's no Estate Tax if you die this year.  The bad news is … [Read more...]

Important Elder Law and Estate Planning Numbers for 2010

Under current law, there will be no cost-of-living adjustment (COLA) in Social Security in 2010 — the first time that has happened since automatic cost-of-living adjustments began in 1975. Several bills before Congress would grant … [Read more...]

Did you see last Sunday’s Washington Post article?

Did you catch last Sunday's Washington Post article by David Hilzenrath, about the October bankruptcy filing of Erickson Retirement Communities? My phone has been ringing all week with people concerned about this news, because … [Read more...]

What Does the Bible Teach us About Estate Planning?

Sorry for the last minute notice, but I just found out that my church, Fairfax United Methodist Church (10300 Stratford Avenue, Fairfax, VA  22030), has space left for a course I'm teaching tomorrow evening entitled What Does the … [Read more...]

Evan Farr Teaches Course for Elder Law Attorneys Natonwide

~You Can Sign Up for a Similar Course for Consumers~ Last Thursday, Evan Farr conducted a national, attorney-only teleconference sponsored by the National Business Institute (NBI) on the topic of the Income Only Trust -- an asset … [Read more...]

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