by Amy Delaney | Jun 12, 2023 | Estate Planning
In order to maximize wealth preservation and minimize tax liabilities, many legal strategies are developed for high-net-worth families. However, tax laws continually change and can impact new and existing estate plans. For example, the SECURE and SECURE 2.0 Act...
by Amy Delaney | Jun 7, 2023 | Elder Law
Many older adults in the US are victims of elder financial abuse. It occurs when someone, often in a position of trust, exploits or manipulates an older person’s assets. Recovering from elder financial abuse, both financially and emotionally, can be challenging,...
by Amy Delaney | Jun 5, 2023 | Estate Planning
In wealth transfer and estate planning, some people seek strategies that will preserve their assets as well as provide them with lifetime benefits. One such strategy is the grantor-retained income trust (GRIT). GRITs offer a unique opportunity for individuals to...
by Amy Delaney | May 29, 2023 | Elder Law
The Social Security Administration (SSA) offers both Social Security Disability Insurance (SSDI) and Social Security Retirement Insurance (SSR), but not everyone is eligible for both. However, most SSDI recipients won’t see a change in their benefits when they reach...
by Amy Delaney | May 22, 2023 | Elder Law
In the new era of senior consumerism, wellness and affordable solutions are becoming more important as people seek to improve and maintain better health lifestyles. For seniors to thrive and flourish in retirement, technology and reliance on community and...
