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The Secure Act: How it will affect your retirement plan.
The Secure Act or THE SETTING EVERY COMMUNITY UP FOR RETIREMENT ENHANCEMENT ACT OF 2019 was passed in late-December and is effective as...
Michelle Bowman
Jan 7, 20202 min read
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House Opens Door For Blue Water Veterans: Will The Senate Close It?
In our February 13th newsletter we reported on the court of appeals win in favor of Alfred Procopio Jr., who served on the USS Intrepid...
Michelle Bowman
May 22, 20192 min read
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Uncommon Inheritance: Collections and a Piece of History
Garland Richards, as a child, would hear his family say that the land they owned was historic, but didn't remember hearing why. As he...
Michelle Bowman
Apr 3, 20193 min read
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Why You Should Make An Estate Plan Now!
It's a misconception that only the wealthy or retired need an estate plan. The truth is that everyone should have a plan. Want to make...
Michelle Bowman
Feb 22, 20191 min read
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70% of African Americans Do Not Have a Will or Estate Plan
The Center for Social Inclusion lists lack of estate planning as one of the main pitfalls in African American loss of family land. A...
Michelle Bowman
Feb 6, 20191 min read
47 views
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USO Has Surpassed Bob Hope's Dream of Providing a Connection To Home
Bob Hope toured with the USO for almost 50 years from 1921-1990. He had a compassion for those that served. He thought it was important...
Michelle Bowman
Feb 6, 20191 min read
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What To Look For When Visiting Loved Ones This Holiday Season
During the holiday season while the family is gathered is the perfect time to check in on loved ones, especially ones that we don't see...
Michelle Bowman
Dec 19, 20181 min read
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Eldercounsel Hosting Advanced VA Pension Webinar
November 1st, 12pm-3pm ET Presented by: Valerie L. Peterson, J.D., ElderCounsel and James Swain, JD, MBA, Swain Law Firm This 3-hour...
Michelle Bowman
Oct 22, 20181 min read
14 views
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Social Security Benefits Increase!
On October 10th Social Security announced that more than 67 million Americans will be seeing a 2.8% increase in their monthly Social...
Michelle Bowman
Oct 16, 20181 min read
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Social Security Letters Not A Scam
Medicare beneficiaries across the country will soon find letters in their mailboxes from the Social Security Administration (SSA)...
Michelle Bowman
Oct 11, 20181 min read
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Over 133,000 Injured Veterans Owed Hefty Tax Refund!
In 2016 The Combat-Injured Veterans Tax Fairness Act was passed. This affects veterans who received disability severance payments after...
Michelle Bowman
Oct 3, 20181 min read
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What is the difference between a revocable trust and an irrevocable trust?
A revocable trust is a trust whereby provisions can be altered or canceled dependent on the grantor. During the life of the trust, income...
Michelle Bowman
Sep 12, 20181 min read
16 views
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Durable Power of Attorney for Health Care Responsibilities
How does my agent for the Durable Power of Attorney for Health Care know what to do? You tell them in writing. When you make a Durable...
Michelle Bowman
Apr 6, 20181 min read
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What is the difference between a Durable Power of Attorney for Health Care and a Living Will?
One of the frequently asked questions and the least understood by the elderly community is "Why do I need a Durable Power of Attorney for...
Michelle Bowman
Mar 29, 20182 min read
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Funding Special Needs Trusts
Special Needs Trusts can be funded by a will, family/friends, gifts, and life insurance. Lawsuits are best held in a "self settled...
Michelle Bowman
Mar 21, 20181 min read
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Special Needs Trust
Why is a Special Needs Trust necessary? A special needs trust makes it possible to appoint a trustee to hold property for the benefit of...
Michelle Bowman
Mar 12, 20181 min read
7 views
0 comments
How do the new 2018 tax laws affect retirees?
As tax laws change, it brings a moment of anxiety for everyone, but especially for those in or nearing retirement. This blogger could...
Michelle Bowman
Mar 8, 20183 min read
18 views
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My adult children have taken my car keys!
"I've lost my independence." This is a devastating delimia for anyone who has been active all of their lives. Now you say, I cannot just...
Michelle Bowman
Mar 8, 20182 min read
21 views
0 comments
Aid and Attendance vs Housebound
There are three types of pensions offered veterans: Basic,Housebound, Aid and Attendance Housebound means that you can care for your...
Michelle Bowman
Feb 20, 20181 min read
40 views
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2018 VA Pension
2018 PENSION NUMBERS WILL INCREASE BY 2%. PLEASE SEE THE NUMBERS BELOW. THERE MAY BE $$ ROUNDING ONCE VA RELEASES THE NUMBERS. VETERAN...
Michelle Bowman
Feb 20, 20182 min read
12 views
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