Articles
NEWS ALERT: Federal Government Quietly Threatens Attorneys, Regardless of Practice Area, with Significant Penalties & Jail Time For Assisting Those with Special Needs Family Members (Updated April 2023)
On June 25, 2019, the Social Security Administration (the “SSA”) published changes to its interpretive guidance, known as its Program Operation Manual System (the “POMS”).
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The 2019 Secure Act: The Good, the Bad and the Ugly Annuities
While Republicans and Democrats in Congress have been unable to agree on almost anything since President Obama was in office, something happened on May 23, ...
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Why All College Students Need Two Legal Documents
Each year, more than 250,000 parents of young adults between 18 and 25 receive the dreaded call that their young adult has been injured and ...
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Ethical Wills Revisited 2019: Beyond dollars and cents, what you really want to communicate to your loved ones
Wills, trusts, powers of attorney, and advance directives for health care are all legal documents which deal with your assets and your health. These are ...
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Reconsidering Your End of Life: Quality vs. Quantity?
By Richard M. Morgan Over the years, ethics in medicine has become a more important topic. Medical science has found ways to enable people to ...
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Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it?
by Richard M. Morgan Estate planners are life-long learners, as we need to keep up with ever changing laws, especially tax laws. Because we deal ...
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Ten Common Myths About Estate Planning
Having a professionally prepared estate plan is a crucial part of planning for the future. A well-crafted Will-based or Trust-based plan can provide security and ...
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