The Secure Act or THE SETTING EVERY COMMUNITY UP FOR RETIREMENT ENHANCEMENT ACT OF 2019 was passed in late-December and is effective as...

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...

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...

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...

The Center for Social Inclusion lists lack of estate planning as one of the main pitfalls in African American loss of family land.  A...

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...

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...

November 1st, 12pm-3pm ET Presented by: Valerie L. Peterson, J.D., ElderCounsel and James Swain, JD, MBA, Swain Law Firm This 3-hour...

On October 10th Social Security announced that more than 67 million Americans will be seeing a 2.8% increase in their monthly Social...

Medicare beneficiaries across the country will soon find letters in their mailboxes from the Social Security Administration (SSA)...

In 2016 The Combat-Injured Veterans Tax Fairness Act was passed. This affects veterans who received disability severance payments after...

A revocable trust is a trust whereby provisions can be altered or canceled dependent on the grantor. During the life of the trust, income...

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...

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...

Special Needs Trusts can be funded by a will, family/friends, gifts, and life insurance. Lawsuits are best held in a "self settled...

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...

As tax laws change, it brings a moment of anxiety for everyone, but especially for those in or nearing retirement. This blogger could...

"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...

There are three types of pensions offered veterans: Basic,Housebound, Aid and Attendance Housebound means that you can care for your...

2018 PENSION NUMBERS WILL INCREASE BY 2%. PLEASE SEE THE NUMBERS BELOW. THERE MAY BE $$ ROUNDING ONCE VA RELEASES THE NUMBERS. VETERAN...