The first quarter of 2011 has had everyone reviewing their estate plans to determine how to respond to the changes in law that took effect in late 2010. This discussion reviews just a few of the estate and gift tax changes that you should know about for 2011 and 2012, which is as far into the future as Congress dealt with at the very end of 2010.

In the May 2010 blog entry, I addressed certain planning concerns for persons with special needs, notably the need for a team approach.  There are some fundamental misconceptions I encounter that inhibit families from addressing in-depth planning issues.  This month’s newsletter provides 7 tips to avoid the numerous misconceptions in this area that can result [...]

There are currently over 25 million veterans alive in the United States. There are over 9 million surviving spouses of veterans currently living in the United States. Many of these veterans and surviving spouses are receiving long term care or will need some type of long term care in the near future, and there are [...]

This issue of  The Plan for Aging blog explores some of the most common reasons trusts and estates end up in litigation, and some measures you and your planning team can take to help prevent it.  Mixing family members and money does not always lead to love and happiness. When litigation ensues regarding an estate [...]

Almost every family has at least one member (child, grandchild, nephew, niece, parent, grandparent) who will always need help managing personal care and/or finances. And since most of these conditions do not decrease life expectancy, many families are seeking answers on how to provide the best quality of life for their loved ones for the [...]