Michelle BowmanJan 72 minThe 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 BowmanMay 22, 20192 minHouse 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 d...
Michelle BowmanApr 3, 20193 minUncommon Inheritance: Collections and a Piece of HistoryGarland Richards, as a child, would hear his family say that the land they owned was historic, but didn't remember hearing why. As he go...
Michelle BowmanFeb 22, 20191 minWhy 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 s...
Michelle BowmanFeb 6, 20191 min70% of African Americans Do Not Have a Will or Estate PlanThe Center for Social Inclusion lists lack of estate planning as one of the main pitfalls in African American loss of family land. A sur...
Michelle BowmanFeb 6, 20191 minUSO Has Surpassed Bob Hope's Dream of Providing a Connection To HomeBob 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 BowmanDec 19, 20181 minWhat To Look For When Visiting Loved Ones This Holiday SeasonDuring 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 t...
Michelle BowmanOct 22, 20181 minEldercounsel 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 adva...
Michelle BowmanOct 16, 20181 minSocial 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 Secu...
Michelle BowmanOct 11, 20181 minSocial Security Letters Not A ScamMedicare beneficiaries across the country will soon find letters in their mailboxes from the Social Security Administration (SSA) alertin...
Michelle BowmanOct 3, 20181 minOver 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 J...
Michelle BowmanSep 12, 20181 minWhat 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 BowmanApr 6, 20181 minDurable Power of Attorney for Health Care ResponsibilitiesHow 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 Pow...
Michelle BowmanMar 29, 20182 minWhat 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 BowmanMar 21, 20181 minFunding Special Needs TrustsSpecial Needs Trusts can be funded by a will, family/friends, gifts, and life insurance. Lawsuits are best held in a "self settled trust....
Michelle BowmanMar 12, 20181 minSpecial Needs TrustWhy 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 BowmanMar 8, 20183 minHow 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 hav...
Michelle BowmanMar 8, 20182 minMy 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 BowmanFeb 20, 20181 minAid and Attendance vs HouseboundThere are three types of pensions offered veterans: Basic,Housebound, Aid and Attendance Housebound means that you can care for your basi...
Michelle BowmanFeb 20, 20182 min2018 VA Pension 2018 PENSION NUMBERS WILL INCREASE BY 2%. PLEASE SEE THE NUMBERS BELOW. THERE MAY BE $$ ROUNDING ONCE VA RELEASES THE NUMBERS. VETERAN WI...
