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Who Ultimately Benefitted the Most from Marilyn Monroe’s Estate?

In the design work we perform for our clients, we often use various types of trusts.  There are  many things a trust can do including helping to address issues related to incapacity, protecting your assets from creditors, and avoiding or minimizing… Read More
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Church Affiliated Retirement Plans

Supreme Court Says Retirement Plans From Church Affiliated Organizations Not Covered by Employee Retirement Security Act The United States Supreme Court recently considered the issue of whether or not federal ERISA law applies to retirement plans sp… Read More
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Medicaid Per Capita Caps

Health care reform legislation has been a major topic of debate at the federal level for a number of years now.  Current Republican efforts are focused on trying to change the Affordable Care Act that was passed during the administration of Preside… Read More
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Owe Back Taxes? The IRS May Grant You Uncollectible Status

Sometimes seniors find themselves owing past-due federal taxes they cannot afford to pay.  Although notices from the IRS can be especially frightening, there are solutions. 

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Categories: General Interest

Are Trusts Still Useful If the Estate Tax Is Repealed?

With Republicans in control of Congress and the presidency, there is talk of eliminating the federal estate tax, which in 2017 affects only estates over $5.49 million, fewer than 1 percent of estates. With no estate tax, do you still need a t… Read More

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Categories: General Interest

Relief From Medicare's Part B Late-Enrollment Penalty Offered to Some

Medicare is offering relief from penalties for certain Medicare beneficiaries who enrolled in Medicare Part A and had coverage through the individual marketplace. 

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Categories: General Interest

How Medicare and Employer Coverage Coordinate

Medicare benefits start at age 65, but many people continue working past that age, either by choice or need. It is important to understand how Medicare and employer coverage work together.

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Categories: General Interest

Walking to Reduce Symptoms of Vascular Dementia

  A recent article in the New York Times discussed the relationship between the physical exercise of walking and the impact of vascular cognitive impairment. Vascular dementia is the second most diagnosed form of dementia, after Alzheimer’s d… Read More
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National Senior Games Celebrates its 30th Year

Representing a commitment to healthy, active aging and wellness, the National Senior Games Association (NSGA) governed its 30th biennial competition in June 2017 in Birmingham, Alabama. Competitors are men and women ages 50 and over. NSGA is a nonpro… Read More
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Do-It Yourself Will Backfires

There are a number of reasons why people avoid hiring a lawyer to assist them in their estate planning.  Lawyers can be perceived as expensive and a hassle to deal with.  Frankly, some people simply find dealing with an attorney stressful.  And t… Read More
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Hank’s primary focus is on the needs of his clients and what works best for them in their individual circumstances. He is very practical and works to educate his clients without being condescending. At the same time, he keeps himself up to date… Read More
– Kathleen Grover

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