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Monthly Archives: January 2012

How to Ensure Your Valuable Antiques Don’t End Up in Someone’s Yard Sale

Have you seen Antiques Roadshow? It’s a PBS television show in which antique experts travel around the country to critique and appraise antiques brought in by local people. Quite often on the show someone will bring in an old knick-knack … Continue reading

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The Joys and Sorrows of Gift-Giving During Your Lifetime

“You can’t take it with you.” These are good words to keep in mind as we go through life, they remind us not to take ourselves too seriously, not to hold onto things we don’t need, and to be generous … Continue reading

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Chesapeake Regional Medical Center Discontinues Geropsychiatric Services

Chesapeake Regional Medical Center recently announced that it is closing its geropsychiatric unit due to a change in federal Medicare funding. This unit treated adults 55 and older who suffered from mental disorders such as depression and dementia.  The geropsychiatric … Continue reading

Posted in Dementia, News and Current Events | Leave a comment

Republican Primary Inspires Discussion of Trusts

If you follow current events at all it is impossible to ignore the fact that we are now in the thick of the Republican primary race—and that the Presidential election will not be far behind. With the political machine in … Continue reading

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The Bum Rap of Prenups: Why They Are More Romantic Than You Thought

Valentine’s Day is only a couple of weeks away, and love and marriage are in the air; but going hand in hand with love and marriage should be the wisdom to protect yourself and your beloved with a prenuptial agreement. … Continue reading

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The Other Side of “Putting Your Affairs in Order”

Everyone knows that because 2012 is the last year on the Mayan calendar it is thought by some to be “the end of the world as we know it.” Most of us don’t believe that the end of the world … Continue reading

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If I Have Power of Attorney, Can I Access My Spouse’s
Account Online?

We always advise our clients to have a power of attorney in place so that they can handle their spouse’s finances if their spouse becomes unable to do so. However, according to the Chicago Tribune, some banks have changed their … Continue reading

Posted in Elder Law, Power of Attorney, Veteran's Benefits | Leave a comment

As Elder Population Grows, So Does Need for Awareness of Elder Abuse

Elder abuse is a disturbing (and often underreported) issue that will eventually impact all of us—if not on a personal level then most likely by touching the life of someone we know and love. Elder abuse is something that is … Continue reading

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The Family Vacation Home: A Place to Make Memories or Enemies?

A family vacation home—whether it’s a summer house on the beach or a winter skiing bungalow in the mountains—can be just the thing that brings a family together. Unfortunately, it can also be just the thing that tears a family … Continue reading

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What Will You Be Doing With This Year’s IRA Withdrawal?

Many of our clients who are 70 ½ or older have chosen in the past to give a certain portion of their required IRA withdrawal to charity each year; doing so has allowed them to take the required withdrawal, keep … Continue reading

Posted in News and Current Events, Retirement Planning, Tax Planning | Leave a comment