The new tax law that went into effect on January 1, 2018 is known as the “Tax Cuts and Jobs Act” (“TCJA”), or Reconciliation Act of 2017, or 2017 Tax Act. The following will provide a brief overview of income tax changes under TCJA. The following is not all-encompassing and should not be relied on… Read More »
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Changes to Federal Estate and Gift Taxes under TCJA
The new tax law that went into effect on January 1, 2018 is known as the “Tax Cuts and Jobs Act” (“TCJA”), or Reconciliation Act of 2017, or 2017 Tax Act. The following will provide a brief overview of transfer tax changes under TCJA. The following is not all-encompassing and should not be relied on… Read More »
Guest Blogger- Judy Dovev, Eldercare Consultant, Owner of Elder Life Directions
Managing the Balancing Act: Challenges Facing the Sandwich Generation and the Club Sandwich Generation Many of us have heard of the term “The Sandwich Generation”, referring to adults with children of their own who have aging parents, or an aging loved one. Sometimes they are directly involved in their care, while other times they… Read More »
Aging with a Plan
Come join us on Sunday, March 18th to welcome author Sharona Hoffman, as she speaks about her book “Aging with a Plan: How a Little Thought Today Can Vastly Improve Your Tomorrow.” It offers a concise, comprehensive resource for readers who are facing the prospects of their own aging and caring for loved ones. About… Read More »
Why We Do What We Do
I love helping people and bringing them comfort. It’s the ‘why’ of what I do. Many people think that an estate planning attorney is just the technician – provide legal documents to satisfy a client’s needs. It’s so much more than that. I see myself as part of my client’s life – There to help… Read More »
How To Protect Against Identity Theft
It is estimated that someone’s identity is stolen every two seconds. Security expert Frank Abagnale offers some suggestions on how to prevent it from happening to you. • Lock your mailbox. If your mailbox doesn’t lock, you can buy one that does for about $40 • Don’t leave valuables in your car, particularly your laptop,… Read More »
Brain Health: Myths Versus Reality
You’ve no doubt heard plenty of stories about how to keep your brain healthy and boost memory. A recent article on AARP’s website explored this subject and distinguished between myth and fact. Here are some the highlights. Myth: Brain aging is inevitable. Although the brain does shrink with age, exercise has been shown to increase… Read More »
History of Needham: Film Screening and Panel Discussion
The decision to move into a senior living community is a big step for retirees and their families. Get the answers you’re looking for from our panel of experts specializing in senior services. This event, will consist of a short film screening and panel discussion to follow. Our panel of experts includes: Audrey Zabin, M.ED.,… Read More »
Understanding Advanced Directives and Common Estate Planning Mistakes Presentation
Every estate plan is built upon a foundation of essential estate planning documents. Learn about these essential documents, including: advance medical directives and living wills, health care proxies, powers of attorney, revocable living trusts, and last will and testaments. Understanding these documents can help you make the right decisions so that you can minimize hardships… Read More »
Guest Blogger- Betsy Ross, MA, LICSW, NHA, Owner of Boundless Options LLC
PREPAREDNESS 101 Your loved one has just been diagnosed with Alzheimer’s Disease (AD) – a devastating diagnosis. This person may be as young 40 or as old as 90. No one wants to imagine what this will look like in the coming years, but it is important to plan ahead. Admit it, we’ve all… Read More »