My life was better than living with “Ozzie and Harriet” until I was 25 when it dissolved into a nightmare. I was raised by 4 grown ups, an Irish housekeeper and her husband (the gardener), my father, a cancer research doctor and my mother who worked with my father as a scientist. At age 25,…
DetailsThe Department of Veterans Affairs has a list of “Presumptive” Disability Benefits for Certain Groups of Veterans. What does it mean to have a “presumptive” service connected disability? According to the VA they presume “that specific disabilities diagnosed in certain veterans were caused by their military service.” This means if you are a veteran and…
DetailsWhat a wonderful reminder we were provided by the movie “The Bucket List” starring Jack Nicholson and Morgan Freeman. We are all on a journey that ends some day. What is the point in saying, “Well some day I will do X.” Now is the time! There will be no better day. Put together your…
DetailsThe “Temporary” Tax Relief Act of 2010 has created the most favorable estate planning opportunity in modern history. First let me highlight two parts of the law that directly relate to estate planning. The death tax free estate is now five million dollars ($5,000,000) for each individual. That means if someone dies in 2011 or…
DetailsYeah! He got lost driving back from the grocery store, which was 5 blocks from his house. Thankfully he had enough sense to say, “That’s it” and parked his car, arranged for the sale and pocketed the money. He put the car sale money in a separate account that he uses to pay for cab…
DetailsLandmines? What are they? What is the right amount to pay? Should there be a written agreement? What about taxes? Full discloser to all the family? How will this impact getting Veterans Benefits and Medicaid? “According to a report by the National Alliance for Care giving and AARP, 43.5 million Americans looked after a friend…
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