Category Archives: Uncategorized

Final Thoughts

After 25 years as an attorney, I have helped thousands of clients with their estate planning. During this time, I have learned that legal documents, no matter how well drafted, may not cover all of the details you need others … Continue reading

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Charity as a Remainder Beneficiary for an IRA SNT

Many families planning for the care of their loved one with special needs set up special needs trusts (SNT). These trusts allow assets to be left to a disabled or chronically ill person without disqualifying them for certain benefits, such … Continue reading

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Interesting Times

I myself have never wanted to live in interesting times. I liked my small law practice, my family time and my pets. Fortunately, I also like gardening as I will be doing quite a bit of that in the days … Continue reading

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Tales from the Apocalypse

The dawning of the apocalypse has brought to fruition the closely held dreams of my three children- that school is now canceled-possibly indefinitely. Well, I am glad they have some joy in these troubling times. For the rest of us, … Continue reading

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New National Plan to Support Caregivers

The Recognize, Assist, Include, Support and Engage (“RAISE”) Family Caregivers Act was signed into law on January 22, 2018.  Although no funds have yet been allocated to support this program, the Secretary of the Department of Health and Human Services … Continue reading

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Final Tax Bill Expands Medical Deductions

Federal law allowed families with medical expenses exceeding 10 percent of their adjusted gross incomes to deduct certain medical expenses from their income taxes, provided that they itemize their deductions. For the two months leading up to passage of the … Continue reading

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