Unscramble Those Taxes

With the number and kinds of taxes in effect today, it is not surprising that average citizens become confused regarding what taxes apply to them and whether and when those taxes must be paid.  Here is a summary of some of the most commonly held misconceptions regarding taxes on inheritances and estates that readers might […]

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Scam Proofing Your Life

Last year an AARP book by Sid Kirchheimer, author of the AARP Bulletin “Scam Alert” hit the stands in paperback and, to all accounts, met with instant success. “Scam Proof Your Life: 377 Smart Ways To Protect You & Your Family From Ripoffs, Bogus Deals & Other Consumer Headaches” is overflowing with tips covering everything […]

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Pennsylvania Department of Aging Comes To Town

The Pennsylvania Department of Aging is coming to West Chester and they want us to know it.  As the fifth in a series of seven 2008 Town Meetings being held throughout Pennsylvania, West Chester University will host the gathering at its Sykes Student Union Building, Theatre-Ground level, 110 West Rosedale Avenue on March 14 from […]

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Wills of the Rich and Famous

A few years ago while attending a Pennsylvania Bar Institute program, I recognized a slim text that caught my attention. “Wills of the Rich and Famous” published by this popular legal education provider contains actual Wills and an analysis. Today, famous wills are also available to the public through Google and other web browsers.   Just […]

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The Deficit Reduction Act – Two Years Later

This week marks the second anniversary of the federal Deficit Reduction Act and elder law attorneys, two years later, are still interpreting the sweeping changes in Medicaid law effected February 8, 2006.  While the law contains provisions that could affect anyone, it most immediately impacts middle class elderly and their families. Families want to know […]

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Pennsylvania’s House of Representatives Acts on Taxes

Those of us who have been following the Presidential primaries over the past few months may have missed developments closer to home. Last week, Pennsylvania’s House of Representatives engaged in what was described by one Allentown newspaper as a “tax cutting party” slashing everything from Pennsylvania inheritance taxes to taxes on business profits, cell phones, […]

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Mental Gymnastics To Combat Aging

One intriguing question regarding living longer, healthier lives is whether mental exercise can effectively slow age related memory loss or even Alzheimer’s disease or dementia.  As an older gentleman asked at one of my presentations, “Can’t you just take care of that by doing crossword puzzles?” As “Boomers” age, these questions will persist and, while […]

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How to Access Medicare Preventive Services

Of all the Medicare “alphabet” services, Medicare Part “B” probably receives the least attention.  Since seniors pay a premium under basic Medicare for Medicare “B” by way of deduction from their monthly Social Security benefit, they may do well to explore what benefits they may not be using.   The premium for 2008 is indexed to […]

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