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IRA

5 Common Mistakes To Avoid And Maximize Your IRA

So many Americans have the bulk of their retirement money in IRAs. Yet, so few people take the time to understand the full range of…


veterans

More Than 133,000 Injured Veterans Eligible For Over $78 Million In Tax Refunds

As a Veteran and an attorney who works with veterans, I keep my readers informed when any new laws are enacted that will affect veterans….


asset protection

If Disease Doesn’t Do You In, Disease-Related Financial Disaster Could

Asset protection is a topic many people avoid until it’s too late. And, by too late, I mean once you’ve been diagnosed with a serious…


avoid scams with estate management and asset protection

Asset Protection: Don’t Let A Ponzi Scheme Scam You Out Of Your Retirement Funds

Retirees are frequently the target of scam artists who use financial scams without regard for others. Ponzi schemes and other financial scams can be promoted…


long-term health care insurance

Step-by-Step How To Leverage Your IRA For Long-Term Care Insurance

In my most recent blog, (Leverage Your IRA To Pay For Long-Term Care Insurance And Benefit Your Heirs), I promised I would provide a guide…


long-term care insurance

Leverage Your IRA To Pay For Long-Term Care Insurance And Benefit Your Heirs

Most people tend not to carry long-term care insurance coverage because of the high costs. However, what most people don’t know is that due to…


living will

Create A Living Will Before You’re Ill

No one, and I do mean no one, takes pleasure in thinking about the possibility of becoming mentally or physically incapacitated to the degree of…


asset protection

If You Have Assets Other Than An IRA You Need An Asset Protection Plan

Most people rarely think of setting up an asset protection plan. It is much more common for the majority of people to establish wills in…


dementia

Addressing The Legal And Health Care Needs Of Loved Ones With Dementia

With the aging baby-boomer generation tending to their parents’ needs and starting to experience the inevitable symptoms of aging themselves, it is critical that families…


Estate Planning

When You Need An Asset Protection and Estate Planning Attorney Who Makes House Calls

Way back in the olden days, doctors were accustomed to making house calls. But who has ever heard of a doctor making a house call…


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