Why Not Just Use an Off-the-Shelf Power of Attorney Form?
A durable power of attorney is one of the most important estate planning documents you can have. It is important to get it right, so you shouldn't use a do-it-yourself form.
Have Private Insurance and Are Turning 65? You Need Sign Up for Medicare Part B
If you are paying for your own insurance, you may think you do not need to sign up for Medicare when you turn 65. However, not signing up for Medicare Part B right away can cost you down the road.
Sending holiday cheer.
As the end of the year draws near, we wish all of our clients and professional colleagues the most wonderful of holiday seasons. We are thankful for your loyalty and support throughout the year and look forward to working with you in 2019. Kristen and Amy
My Presentation about Business Entities for Real Estate Agents
Thanks for the invitation to be part of the Launch Business Planning Forum at the Crowne Plaza on Tuesday, November 27th. It was a pleasure to speak to (close to) 70 real estate agents at the event spearheaded by Dean deTonnancourt of HomeSmart Professional Real Estate and sponsored in part by DeAngelis & McNamara, P.C.…
Learn About Social Security’s Online Tools
With the aging population becoming increasingly tech savvy, the Social Security Administration (SSA) has moved a lot of services online. From applying for Social Security benefits to replacing a card, the SSA has online tools to help.
Can You Put a Surveillance Camera in a Nursing Home Room?
Technological advances have made it easier to install cameras in a loved one's nursing home room. These so-called “granny cams” have legal and privacy implications.
IRS Issues Long-Term Care Premium Deductibility Limits for 2019
The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2019 income as a result of buying long-term care insurance.
Don’t Make the Mistake of Not Signing up for Medicare Supplemental Coverage
You are turning 65 and enrolling in Medicare, but as a healthy senior do you really need to also sign up for Medicare's supplemental coverage? Not signing up initially can be very costly down the road.
It’s Open Enrollment Season: Is Your Medicare Plan Still Working For You?
Do you have the right Medicare plan? It is fall, which means it is time to think about whether your current plan is still giving you the best coverage or whether a new plan could save you money or offer better coverage.
Be Careful About Putting Only One Spouse’s Name on a Reverse Mortgage
A recent case involving basketball star Caldwell Jones demonstrates the danger in having only one spouse's name on a reverse mortgage.