I've written several times over the years on the topic of Reverse Mortgages. My first article explained the concept and requirements of a Reverse Mortgage and how seniors can use a reverse mortgage. My second article, entitled … [Read more...]
Print This PageBe Prepared
August 9, 2010 by
In my last blog post, I mentioned I’d be spending a week and a half working as a member of the archery staff at the BSA National Scout Jamboree, helping the Boy Scouts of America celebrate its 100th Anniversary. Well, I'm happy … [Read more...]
Print This PageUpcoming Seminars for Lawyers and Clients
February 8, 2010 by
I'm conducting two seminars this week on the topic of Income Only Trusts. The first one is a teleseminar for attorneys around the country who are members of the professional group ElderLawAnswers. Entitled Using Income Only … [Read more...]
Print This PageMajor Change in Estate Tax and Capital Gains Tax for 2010
January 13, 2010 by
Because of a Congressional failure to act before the end of 2009, there's good news and bad news to report on the Estate Planning and Elder Law front. The good news is there's no Estate Tax if you die this year. The bad news is … [Read more...]
Print This PageImportant Elder Law and Estate Planning Numbers for 2010
January 5, 2010 by
Under current law, there will be no cost-of-living adjustment (COLA) in Social Security in 2010 — the first time that has happened since automatic cost-of-living adjustments began in 1975. Several bills before Congress would grant … [Read more...]
Print This PageDid you see last Sunday’s Washington Post article?
November 6, 2009 by
Did you catch last Sunday's Washington Post article by David Hilzenrath, about the October bankruptcy filing of Erickson Retirement Communities? My phone has been ringing all week with people concerned about this news, because … [Read more...]
Print This PageWhat Does the Bible Teach us About Estate Planning?
October 5, 2009 by
Sorry for the last minute notice, but I just found out that my church, Fairfax United Methodist Church (10300 Stratford Avenue, Fairfax, VA 22030), has space left for a course I'm teaching tomorrow evening entitled What Does the … [Read more...]
Print This PageEvan Farr Teaches Course for Elder Law Attorneys Natonwide
September 20, 2009 by
~You Can Sign Up for a Similar Course for Consumers~Last Thursday, Evan Farr conducted a national, attorney-only teleconference sponsored by the National Business Institute (NBI) on the topic of the Income Only Trust -- an asset … [Read more...]
Print This PageUpdate on Virginia Life Estate Law
July 8, 2009 by
In June of last year, I wrote that "in the near future, life estates will no longer be considered exempt assets when applying for Medicaid." This was due to the fact that the Virginia General Assembly had recently passed … [Read more...]
Print This PageUpdating Your Estate Plan When Your Finances Change
June 24, 2009 by
In the recent economic downturn, many homes have lost considerable value and stock portfolios have plummeted. If this is the case for you, as it is for many of our clients, you may need to change your will or amend your living … [Read more...]
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