Leaving an Inheritance… It’s More Than Just Money

When it comes to leaving an inheritance to loved ones, many boomers and seniors automatically think of leaving cash, real estate, business interests, and life insurance proceeds to family. But for those who find themselves devastated after the loss of a loved one, often intangible assets carry the most value [...]

2019-09-05T12:27:19-04:00September 5th, 2019|Elder Law, Estate Planning|

The New Tax Law

Time to review your estate plan - Under the new tax law, very few estates will pay federal estate tax. But that doesn’t mean you should cross estate planning off your to-do list. Even though you probably won’t need to worry about estate taxes, you still need to understand [...]

2019-05-20T18:28:53-04:00January 14th, 2019|Elder Law, Estate Planning|

Bogus Sweepstakes and Lotteries

How can you tell legitimate contests from bogus sweepstakes and lotteries? AARP’s Money Newsletter suggests the following five ways. 1. It’s a scam if you have to pay anything to enter or collect winnings. 2. Scammers request that fees be paid via wire transfers or prepaid debit cards which are hard to trace. 3. If you did not enter a [...]

2019-01-02T17:48:10-05:00October 14th, 2016|Elder Law, News & Information|

Don’t Be Victim of a Scam

In the world of internet, e-mail, phone calls, blogs and the postal service, Medicare beneficiaries are bombarded with advertisements about free medical services, free equipment and more. Other times, Medicare beneficiaries receive frightening post cards that lead them to believe they will lose their benefits if they don’t respond and provide personal information. Beware of products that seem too good [...]

2019-01-02T18:17:44-05:00April 7th, 2014|Elder Law, Insurance, Resources|

Losing the (Fraud) Lottery

By Jean C. Setzfands, vice president of the Financial Security team in the Education and Outreach group at AARP Joyce H., a 59-year-old unemployed grandmother raising four grandkids, could barely believe her luck. A London barrister had emailed her, claiming to have finally located her, because he was administering the will of someone who was distantly related to her. After [...]

2019-01-02T18:02:22-05:00August 21st, 2013|Elder Law, Financial Planning & Money Management|

Naming the Beneficiary – A Complicated Task

Edward Griggs is a Partner, Tax, Trust, and Estate Group, with Womble Carlyle Sandridge and Rice LLP Dealing with retirement benefits in an estate plan may at first appear simple, but can often be wrought with traps for the inexperienced. The retirement plan participant, or his or her attorney, may focus solely on avoiding probate or minimizing transfer taxes without [...]

2019-01-03T16:10:07-05:00January 19th, 2013|Elder Law, Estate Planning|

Protecting Seniors from Scams

The stakes are higher than ever as scammers step up their games with more sophisticated and elaborate schemes, sometimes taking thousands of dollars from seniors. What makes the issue so overwhelming for family caregivers and senior care professionals is that seniors spend a lot of time at home and can become victims everywhere they turn… when the phone rings, when [...]

2012-11-28T19:31:59-05:00November 28th, 2012|Elder Law|
Load More Posts