It’s Happened!

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After many years of speculation, warnings and minor revisions, it has finally happened: New York State has imposed new regulations stating that the use of LIFE ESTATE interests in real property are no longer an effective strategy for families trying to protect 100% of their property from the high cost …

The 10 Warning Signs of Alzheimer’s

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Memory loss that disrupts daily life is not a typical part of aging. It may be a symptom of Alzheimer’s, a fatal brain disease that causes a slow decline in memory, thinking and reasoning skills. Every individual may experience one or more of these signs in different degrees. If you …

Comparing Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)

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The two primary disability income programs, SSI and SSDI, sound similar, but they are very different programs with different benefits and different eligibility requirements. This article is a brief summary of these two important benefit programs. Social Security Disability Insurance Social Security Disability Insurance (SSDI) is a cash assistance program …

NAPA Becomes Law

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Following the unanimous approval of Congress earlier this month, and the thousands of e-mails and messages advocates sent to the White House last week, President Obama signed the National Alzheimer’s Project Act (NAPA) into law. Once implemented, NAPA will ensure our nation has what Health and Human Services Secretary, Kathleen …

House Sends Tax-Cut Compromise to President

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A massive bipartisan tax package preventing a big New Year’s Day tax hike for millions of Americans is on its way to President Obama for his signature. The measure would extend tax cuts for families at every income level, renew jobless benefits for the long-term unemployed and enact a new …

Patient Protection & Affordable Care Act

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We are committed to keeping you informed about health care reform and the Patient Protection and Affordable Care Act (PPACA). The PPACA has a 10-year implementaion period. Some PPACA reforms become effective as early as September 23, 2010. This newsletter is intended to provide a summary of some of the …

IRS Form 56

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In the next decade, over one fourth of the population is expected to have dementia and/or Alzheimer’s. After age 65, one out of two of us will be afflicted. Most of us will have to help our parents or our spouse by filing their tax return and maybe even handling …