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Monthly Archives: October 2015

Trick or Treat Estate Planning

Here is a scary story that I have heard over and over again. Tom has been stricken by a sudden illness and has become incapacitated. Tom is in the hospital.  It appears that he may never regain his mental faculties.  He has a son with his own disabilities.  Tom’s health and assets need to be… Read More »

October 24, 2015 Advance Directives, Estate Planning, Health Care Proxy, Power of Attorney, Trusts, Wills

New Rules Will Make It Harder to Qualify for Long-Term Care Help From the VA

The Veteran’s Administration will soon begin enforcing new regulations that make it harder to qualify for Aid and Attendance benefits. 

October 23, 2015 Advance Directives, Estate Planning, Health Care Proxy, Medicaid Planning, Probate, Trusts, Uncategorized, Wills

What Is Cost Basis and How Do You Prove It?

Knowing the “cost basis” of your property is important for tax purposes, but proving cost basis can be difficult.

October 20, 2015 Advance Directives, Estate Planning, Health Care Proxy, Medicaid Planning, Probate, Trusts, Uncategorized, Wills

What Will My Survivors Need To Know

  Here is a list of information that your family needs to know after you pass away in order to make it easier for them to handle the estate and inheritance issues that may arise.  It can be very costly for your family not to know these things. A lack on knowledge could cause delay in… Read More »

October 16, 2015 Advance Directives, Estate Planning, Health Care Proxy, Power of Attorney, Trusts, Uncategorized, Wills

Medicare Open Enrollment Means It's Time to Shop Around

Are you happy with your Medicare coverage? It is time to review whether your plan or plans are working for you. 

October 13, 2015 Advance Directives, Estate Planning, Health Care Proxy, Medicaid Planning, Probate, Trusts, Uncategorized, Wills

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