How to Deduct Long-Term Care Premiums From Your Income

Taxpayers with long-term care insurance policies can deduct some of their premiums from their income. Whether you can use the deduction requires comparing your medical expenses to your income in a complicated formula.

States Begin Offering State-Run Retirement Plans

Workers in some states will soon have another option to save for retirement. Several states are establishing state-run retirement plans for workers who do not have a plan through their employer.

Legal Planning After A Cancer Diagnosis

I was recently asked by a social worker what legal planning her client should do now that she has been diagnosed with cancer. My response applies not only to those with a cancer diagnosis but also to others who are experiencing other health issues as they age. There are four main areas to work on: selection of… Read More »

What Is Undue Influence?

Saying that there has been “undue influence” is often used as a reason to contest a will or estate plan, but what does it mean?