Personal Message

Hello everyone, this month I have some great information for you. How to use Medicaid and Medicare for long-term care, tips for gifting to grandchildren, and suing for bedsores and pressure sores.
Give me a call or send me an email if you have any questions.



Things to Remember at Tax Time

Tax day is fast approaching and you want to make sure you're taking advantage of all the deductions you're entitled to . . .

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Using a No-Contest Clause to Prevent Heirs from Challenging a Will or Trust

If you are worried that disappointed heirs could contest your will or trust after you die, one option is to include a "no-contest clause" in your estate planning documents.

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Federal Government Creates New Retirement Savings Option: MyRA

In his 2014 State of the Union message, President Obama announced a new retirement savings program for people who do not currently have an employer-sponsored plan.

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What Are the House Ownership Options When Parents and Adult Children Live Together?

Increasingly, several generations of American families are living together. These multi-generational living arrangements present legal and financial challenges around home ownership.

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