Addressing Elder Abuse – Part 2

With the COVID-19 pandemic and shelter-in-place orders, behavior that might normally raise red flags for elder abuse could easily be overlooked as normal safety precautions.  Social isolation and distancing an elder from loved ones is a common tactic for individuals...

Addressing Elder Abuse – Part 1

Every day, headlines throughout the United States paint a grim picture of seniors who have been abused, neglected, and exploited, often by the people they trust the most. Abusers may be spouses, family members, personal acquaintances, professionals in positions of...

Protecting Your Estate Plan

So you finally did it … you met with an estate planning attorney and have the perfect plan in place.  You’ve made sure that your overbearing son-in-law will not share in your estate, protected your other child (who never could manage money) from inheriting a...

SECURE Act

SECURE Act and the Death of the Stretch-IRA As you may have heard, the Setting Every Community Up for Retirement Enhancement Bill of 2019 (the “SECURE Act”) was signed into law on December 20, 2019.  We want to alert you to the implications of this new law, which...