Welcome to our articles page! Here at the firm, we do a lot of reading in order to expand our expertise, sharpen our understanding, and keep our knowledge up to date. As you might imagine, some of our reading is less than pleasant. But sometimes we get lucky and come across material that is informative, interesting, and accessible. Those are the kinds of articles we'd like to share with you.
Most of our material will focus on our areas of practice: estate planning and administration, Medicaid planning, and elder law, but every once in a while we might post something off the wall if it's just too good to pass up. In an effort to keep the page manageable and current, we'll remove articles posted more than three months ago, so don't go too long between visits--you might miss something good!
May 27, 2011
Article: For Diabetes, Older Drugs Are Often Better Than Newer Drugs
Author: Walecia Konrad, New York Times
Published: May 27, 2011
Do you or a loved one have diabetes? Don't just take the newest drug on the market. Ask your doctor why the new drug is an upgrade over an older drug, and ask about new side effects. Read Konrad's article--and some of the links articles embedded within--for more.
May 26, 2011
Article: Tracking Down and Collecting Unclaimed Life Insurance
Author: Paul Sullivan, New York Times
Published: February 25, 2011
Can you imagine paying the premium on hundreds of thousands of dollars in life insurance for years, just to have that money end up as unclaimed property? Keep good records and good order of your policies, so that your heirs get the money you've paid for them to have. Read Sullivan's article for more.
May 23, 2011
Article: Wealthy Hesitate to Take Break on Estate Taxes
Author: Paul Sullivan, New York Times
Published: May 13, 2011
The recently unified estate and gift tax exemption means opportunities, but decisions about gifts and inheritance involve more than dollars and cents. Sullivan provides a snack for thought.
May 24, 2011
Article: How Safe Are Your Savings?
Author: John Wasik, AARP
Published: May 2011
A deeper look at what may not be such safe investments. If you're thinking about how to save your money, read Wasik's discussion of structured products, and go into that meeting with your financial adviser just a little more prepared.
May 20, 2011
Article: Perpetuities Rule Finally Ends $100M Waiting Game for Lumber Baron's Heirs
Author: Martha Neil, ABA Journal
Published: May 10, 2011
Who are you leaving your estate to? One man didn't leave his estate to any heirs for almost a century. It's good news for his great-grandkids, but it could have been even better news if his trust fund managers had done a better job. Check out an interesting follow-up story here.
May 19, 2011
Article: How to "Black Swan"-Proof Your Portfolio
Author: Chuck Jaffe, Austin American Statesman
Published: March 26, 2011
We're an estate planning firm, but we know that a lot of our clients are concerned with investing their money wisely so that it lasts them a lifetime. That's why when we come across a helpful article about personal finance, we post them here. If you're invested in the market and are worried by how major disasters will affect your investments, take a deep breath and read this article by Jaffe.
May 16, 2011
Article: Rhode Island's Medicaid Experiment Becomes a Talking Point for Budget Cutters
Author: Janet Roberts, New York Times
Published: May 15, 2011
Much of the debate about how to handle our ballooning deficit turns on the issue of how to cut spending without gutting programs like Medicaid that provide essential support to some of our most vulnerable citizens. Rhode Island's real-life experiment with budget cuts might be instructive for lawmakers who want to rein in the budget and maintain good patient care.
April 29, 2011
Article: How to Stretch an IRA
Author:Cathy Gandel, AARP
Published: April 7, 2011
Passing an IRA onto a spouse or heirs? The AARP has some advice about maximizing the amount your heirs can receive. Caution: this article is only a starting point. You'll want to read more about it to get the full picture.
April 22, 2011
Article: Is Now the Time to Give Away the Business?
Author: Barbara Taylor, New York Times
Published: April 22, 2011
If you own a family business, 2011 might be the year to think about succession.
April 15, 2011
Article: Treating Other Conditions May Stave Off Alzheimer