Archives

If you move to a different state or split your time between one or more states, you should make sure your advance directive is valid in all the states you frequent.

You may have been running around for weeks, getting your new college student off to school. It’s exhilarating, and your heart likely is bursting at the seams. You’re probably prouder [...]

It may become harder for Medicare beneficiaries to find home health care due to a new rule from the Centers for Medicare and Medicaid Services (CMS). Although the rule changes the way home [...]

They Should Designate Someone to Make Medical and Financial Decisions Authored by: Jeffrey Hall, MBA, CPA, Esq. Here’s an issue many families overlook when children leave for college: That [...]

Raising a grandchild can be tough financially, but grandparents should be aware that there is a tax credit available that could help them. 

Although leaving your hard-earned assets outright to your children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution, this [...]

The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances, tax obligations, and a last name is one that does not necessarily [...]

The Trump administration is officially rolling back a ban on the use of arbitration agreements by nursing homes that was initiated under President Obama. CMS issued a rule that once again [...]

Older Americans with a life insurance policy that they no longer need have the option to sell the policy to investors. These transactions, called “life settlements,” can bring in [...]

For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly who serves what role and why. Whether you are unfamiliar [...]