Legal Matters

Spring 2008 - In This Issue

  • Temporary Capital Gains Tax Break Can Help Seniors
  • Preventing A Will Contest
  • Receiving an Inheritance While on Medicaid
  • Is It Better to Remarry or Just Live Together?
  • Report Highlights Successes, Problems with Reverse Mortgages

Spring 2007 - In This Issue

  • What a Good Long-Term Care Policy Should Include
  • New Bargains Available for Life Insurance
  • Elder Law Q & A
  • New Reverse Mortgage Products to Hit Market Soon
  • Longer Life Spans Alter Estate Planning


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    We were facing heavy medical expenses with a modest inheritance and little to no income. Hank’s advice to establish a living estate was brilliant and his continued advice in handling our finances has been a blessing. As our health deteriorates,… Read More
    – D.W.S.

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