Author Archives: Site Administrator
Veterans benefit from financial planning, just like everyone else
Everyone can benefit from financial planning. Period. One group of people who may not think so is veterans of the military. “For members of the U.S. military, traveling and re-locating often, returning home following a lengthy deployment and living with uncertainty isn’t always easy,” according to an article on the website of Ameriprise. Establishing… Read More »
Loans To Family Members Can Lead To Major Problems
What might seem like the easiest source of money in a tight situation might be the most difficult. Family members who borrow or lend money from one another, regardless of which side of that equation they are on, face some potential emotional perils. It’s one thing to disappoint officers with a bank or savings… Read More »
Is The Demise Of Estate Tax Inevitable?
While the estate tax lives on despite long and protracted efforts to eliminate it, there is some optimism that its days may be numbered. “The estate tax has a history as long and controversial as the income tax,” according to a recent opinion piece in The New York Times by Kenneth F. Scheve Jr…. Read More »
Gift To Law School Will Help Veterans, Give Widow Some Peace
It was a triumph over a tragedy both personal and national. In a heartwarming story out of Columbus, Ohio, the widow of a soldier killed by a roadside bomb in Iraq six years ago found a way to honor his memory and help others. Jenna Grassbaugh, herself a veteran, made a donation to Ohio… Read More »
Once Care Facility Is Decided Upon, Questions Must Continue
Finding the right care facility for an elderly loved one, whether it’s a mother, father, aunt, uncle or some other person held dear, is a lot of work. That work doesn’t end once the search is completed, as noted in a recent article in U.S. News and World Report. The questions that needed to… Read More »
Inherited Financial Security A Blessing, If Handled Correctly
Money does not equal happiness. Let that sink in. It can be hard to believe, but it’s true. Sure, it’s easier to be unhappy when poor, but family wealth, if not handled correctly, can also be a source of grief. In recent stories for Forbes magazine, author Thayer Willis, herself the descendant of the… Read More »
Case Illustrates Hidden Danger Of Fund Transfers
It’s a cautionary tale, and proof that it’s rarely possible to have your cake and eat it, too. A recent court ruling taught a Virginia woman a harsh lesson about trying, basically, to scam the system. The woman sought to be able to qualify for Medicaid by transferring a large sum of money to… Read More »
Death Is Inevitable, But Financial Hassles Can Be Avoided
When a spouse dies is not the time to find out proper steps haven’t been taken to deal with new financial realities. According to a recent article in The Wall Street Journal, even people who feel they are properly prepared can find themselves facing more than grief at the loss of a loved one…. Read More »
Legal Specialty Evolved Over Time
Society has always, to some extent, realized its older members were special, for their institutional memory, for the wisdom acquired over the years and for many other traits. That older Americans have special legal needs has been recognized relatively recently. “Much has been written of late about the aging of America, and indeed of… Read More »
Among Needs Of Homeless Veterans: Legal Assistance
They came home, but they have no home. Although homelessness is a sad thing in any segment of the population, from children to families to people with mental health problems, it is especially sad to see it among military veterans, and depressingly prevalent among returning soldiers, sailors and Marines. Fortunately, the Veterans Administration, not… Read More »