Category Archives for Blog

Do You Really Want To Handle Probating An Estate On Your Own?

Creative Use Of Real Estate

You might have a job or just have retired and you learn suddenly that your Great Aunt Lucy died and named you Executor of her Will. How hard could it be you ask to resolve an estate by yourself without professional advice or a competent professional beside you? You might decide to strike out on […]

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When Your Children Do Not Want What You Have

Michelle Singletary, a regular columnist with the Washington Post, recently penned a Personal Finance column comically titled “Our kids don’t want our paid-off house – or our ashes…” See Advice by Michelle Singletary, house/ November 17, 2023. The gist of the article was, as might be imagined, the idea that some of the possessions […]

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QCD Year End Tax Strategies Expanded

Charitable Giving

For taxpayers who stress over annual Required Minimum Distributions and are also inclined to charitable giving, Qualified Charitable Distributions or QCD’s have been a useful tool to accommodate both relief over federal income tax angst and the desire to donate. QCD’s can use the federal tax code to benefit taxpayers, mostly in the upper income […]

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Tax Considerations When You Own a Second Residence

When you own a home and, after your last vacation, are considering buying another residence it should come as no surprise that there are tax and financial consequences, both positive and otherwise to owning more than one property. You might have been smitten by the location or just decided you wanted a change without giving […]

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Plans Underway For Affordable Housing Alternatives For Seniors

In October, 2022 AARP published a summary of a program they sponsored known as the “2022 AARP Livable Communities Workshop.”  The purpose of the program, the article, and the several publications and resources following, many of which are now available on line is “to <bring> together thousands of local leaders, housing practitioners, and AARP staff […]

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Reasons Why a Will Is Not Enough For An Estate Plan

With the beginning of the new year many readers may be looking to redraft their Wills executed years ago or starting out to review their estate plans generally.  Having attended several programs over time and drafted many estate plans I know the emphasis has almost always been on explaining Wills.  Today it is most often […]

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Hiring a Work Injury Attorney for Fair Compensation

Work-related injuries can be physically, emotionally, and financially devastating. When you’re injured on the job, navigating the workers’ compensation process can be complex and overwhelming. This is where the expertise of a workers compensation attorney becomes invaluable. Here’s why hiring an attorney is crucial in ensuring you receive the right compensation you deserve. 1. Legal Expertise: […]

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DUI Cases: A Guide to Understanding and Action

Facing a DUI charge is a serious matter with potential legal, financial, and personal repercussions. Understanding the implications and knowing how to respond is crucial for individuals involved in DUI cases. 1. Immediate Actions If you find yourself pulled over for suspicion of DUI, it’s essential to remain calm and cooperative. Comply with law enforcement’s […]

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How the Government Shutdown Affects Us

Now that the government’s partial shutdown is entering its fourth week, Americans are asking not just how long it will last but also how it affects them and those close to them. For some estimated hundreds of thousands of government workers the answer is obvious. They have gone without at least one paycheck and are […]

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Do You Need To Retire?

Do You Need To Retire

When you reach a certain age – it could be 65 or somewhat older or younger – someone will likely confront you and ask what are your retirement plans or even assume you must be or should be retiring. Retirement for many who either have generous defined benefit pension plans or have saved over the […]

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Second Marriages Might Complicate Long Term Care

Second Marriages Long Term Care

When illness strikes you do not usually think of legal relationships but when a spouse needs serious care and is married to a second wife or husband, family relationships can bring with them unexpected problems and conflicts both for the second spouse and for children by a prior marriage. This is what sometimes happens. Suppose […]

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How Much Does It Take To Be Rich

A recent article in Financial Advisor, an on-line magazine targeting financial planners, attracted my attention with its title “Here’s How Much Money You Need for Bankers To Think You’re Rich,” The article authored by Suzanne Wooley and cited back to Bloomberg News, was intriguing especially since I had heard informally that bankers value a […]

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Plan Early But Keep Changing the Plan to Age Well

Many of the plans our office handles are what we call “crisis plans.” While crisis planning may seem a contradiction in terms the thought being that, if there had been planning there would not be a crisis, this is not necessarily so. Stuff happens. Plans change. After thinking through a well considered plan for future […]

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The Crucial Role of a Work Accident Attorney

Accidents in the workplace can happen when you least expect them, leaving you injured, overwhelmed, and unsure of your rights. In such trying times, the importance of hiring a work accident attorney cannot be overstated. These legal professionals are your advocates, ensuring you receive the compensation and support you deserve following a workplace injury. To […]

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