PACE Program Helps Seniors Remain at Home
Most seniors want to stay at home as long as they can. The little-known Program for All-Inclusive Care of the Elderly (PACE) allows persons to do just that instead of going into a nursing home.
What Is the Generation-Skipping Transfer Tax?
Takeaways The generation-skipping transfer (GST) tax applies primarily to very large estates that transfer wealth to grandchildren (or unrelated individuals 37.5+ years younger), ensuring at least one layer of transfer tax is paid. The new
Tax Loopholes Of The Rich And Famous: The Laffer Curve And Why Less Is More
EDITOR’S NOTE: This article appeared one year ago in our February 2025 issue of Elder Law Alert. Subsequently, on July 4, OBBBA, the new federal tax law, came into existence. We chose to run this
Can I Collect Social Security and Still Work?
Many people continue to work beyond retirement age, either by choice or out of necessity. If you are receiving Social Security, you need to be aware of how working can affect your benefit payments. The
Estate Planning – More Than Just A Will
While a Last Will & Testament is one of the most important estate planning documents you can have, there are things that it won’t cover. A Will is just one part of a comprehensive estate plan.
Protect This House – Bob & Carol, Ted & Alice
Two retired married couples, long-time friends, Bob & Carol, Ted & Alice, experienced very similar health care crises. They responded differently with radically different results. Bob’s wife, Carol, sustained a massive stroke, rendering her severely












