Newsletters

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May 2024

How to Utilize Medicaid Spend-Downs for Your Long-Term Planning

April 2024

Pixels and Passcodes: Managing Your Digital Footprint

March 2024

What Women Need to Know about Social Security

February 2024

Protecting Seniors from Sophisticated Scams

Mind Matters: Distinguishing Dementia from Alzheimer’s

January 2024

Generating Wealth Transfer: Passing on Values and Assets

The Importance of Estate Planning Documents for Younger Individuals

December 2023

Cruising Into Retirement: An Alternative to Nursing Home Care

What You Need to Know about Long-Term-Care Insurance


November 2023

There’s Still Time: End-of-Year Tax Planning Considerations

How Can I Take Care of My Pets When I Die?

October 2023

Considerations when Gifting to Grandchildren

Medicare Part D “Extra Help” Program Expansion Coming in 2024

September 2023

Coping with the Sudden Impact of a Loved One’s Death

How to Discuss Division of Assets with Loved Ones

July 2023

How to Choose the Best Caregiver for Someone with Health Needs

June 2023

5 Life Events That Should Prompt an Updated Estate Plan

May 2023

Coping with Caregiver Burnout

April 2023

The Future of Estate Planning: Electronic Wills in the United States

March 2023

How to Identify Signs of Abuse in Nursing Homes and Assisted Living Facilities

February 2023

Should Your Beneficiary Serve as Your Executor or Trustee?

January 2023

How to Spot Illegal Nursing Home Debt Collection Tactics and Stop Them in Their Tracks?

December 2022

Inflation and Your Retirement

September 2022

Long Term Care Insurance or Asset Protection Trust?

June 2022

World Elder Abuse Awareness Day: How You Can Help Our Elderly

April 2022

The right way to select a professional trustee and the role of trust advisors and trust protectors

December 2021
Major Increase in Social Security Payments for 2022

November 2021
Discover How Age 70+ can be Super Active and Inspiring!

September 2021
Dementia: Not an elderly person’s disease anymore

August 2021
Updates on President Biden’s Tax Proposal

July 2021
Ready, Set, Travel: Make sure with this guide!

March 2021
A Special Interview with Arc of Northern Virginia

February 2021
In Praise of Our Caregivers

January 2021
The Biden Tax Plan: What We Know

December 2020
Do I Need to Update My Retirement Accounts Beneficiary Designations?

November 2020
Caregivers vs. COVID-19

October 2020
Protecting Yourself from Nursing Home Costs

August 2020
How the New SECURE Act Affects Your Retirement Part 2

July 2020
How the New SECURE Act Affects Your Retirement

May 2020
Protect and Provide

September 2019
Assisted Suicide in Our Area: What You Need to Know