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SSA/SSI DISABILITY UPDATE
BACKLOGS As many of our clients know, there are tremendous backlogs on Social Security and SSI claims such that a disability appeal at the administrative…
Blog
IS A LEGACY DIFFERENT FROM AN ESTATE?
In a technical sense and strictly construed a legacy is a gift or bequest in a will of personal property. An estate is a person’s…
THE FIRST STEPS TO TAKE AFTER A DEATH
Death is a part of life – but for the surviving family it is a time of stress, both emotional coping with loss and knowing…
I HAVE A GRANDSON THAT STANDS TO INHERIT A LOT OF MONEY BY THE TIME HE TURNS 18.
I think that is too young to have access to hundreds of thousands of dollars. Since he is my potential heir as well, will a…
I RECENTLY LEARNED MY SPOUSE HAS ALZHEIMER’S AND I FEEL OVERWHELMED.
I am usually an optimist, but feel like we have a death sentence. I don’t know where to start to gain control over our life…
MY FATHER, AGE 71, DIED OVER A MONTH AGO WITHOUT A WILL.
The daughter of his sec-ond wife is giving his personal items, like guns and tools, away without consulting me and my stepmother, age 81, refuses…
HOW LONG SHOULD I KEEP THAT?
Many people have decorated a spare bedroom with boxes of old medical insurance reimbursement statements and tax returns. While proof to grandchildren that you only…
WHAT IS DD214 AND WHY DO YOU NEED IT?
If you are a veteran, a parent, dependent or spouse of a living or deceased veteran, you may be entitled to benefits through Veteran’s Affairs.…
WHAT IS THE ANNUAL GIFT TAX EXCLUSION AND HOW IS IT DIFFERENT FROM CHARITABLE CONTRIBUTIONS?
Comedian Bill Cosby’s two main interests in life have been to entertain his fellowmen and a desire to teach them how to live. He is…
MY BROTHER AND MY NAME ARE ON ALL MOM’S BANK ACCOUNTS, WHO IS NOW IN A NURSING HOME.
Can we just use her monies since they are jointly owned? Joint ownership can be a good way to avoid probate, but many people mistakenly…