By Diane Weinberg In addition to flowers, candy, and romantic dinners on Valentine's Day, you can give another more valuable gift to your spouse and children. Take a few minutes to review the beneficiary designations to your insurance policies, retirement accounts, and annuities to ensure that the right person will receive an inheritance in the event that you unexpectedly pass. Unfortunately, we have had more than one client who left [...]
On January 27, 2017, we were fortunate enough to attend the Balser Symposium in Atlanta to celebrate charitable giving with other like-minded professionals. This year, the speaker was Raj Raghunathan, author of the new book, If You’re So Smart, Why Aren’t You Happy? and professor at the University of Texas with the most successful massive open online course (MOOC) entitled “A Life of Happiness and Fulfillment.”
As an Elder Law attorney, I have heard more than a few tragic stories about how adult children and siblings have lost connections with their loved ones through dementia. I have also heard a number of stories about how music has been able to create a connection between family members and their elderly parents who were otherwise non-verbal or almost non-ambulatory. To be effective, the music must be part of that individual’s past. For example, an avid church member may respond to Amazing Grace.
For those that read our previously recommended book by Peter Zeihan, "The Accidental Superpower," you already know that Zeihan uses logic, science (such as geography and demographics), and history to enable us to see and understand the likely future. After reading his first book a few years ago, I was not shocked when China started to have economic issues after being on top of the world for a time or [...]
Shortly after creating our post on the importance of relationships to one's happiness, we spotted another article that pointed out "The 11 Habits of Truly Happy People," which discusses steps people can take in addition to improving the number and quality of their happiness-creating relationships. We thought we should share this article as well. It can be read here: https://cdn.ampproject.org/c/s/www.entrepreneur.com/amphtml/284732.
Periodically, we come across new research that looks into what makes people happy. When we find it, we often like to share that research with clients and others. Today, we bring you a really insightful article that was recently published in the Wall Street Journal. You can see the original article here: http://blogs.wsj.com/experts/2016/11/27/what-really-makes-retirees-happy-hint-it-isnt-the-money/ Just to give you a taste of what the research discussed in this article and other research [...]
By Diane Weinberg Last month, the Centers for Medicare & Medicaid Services (CMS) announced the 2016 premiums and deductibles for Medicare Parts A and B. While there is not an increase for most people, those turning 65 this year will likely have higher premiums. Here are the details… Part A – Inpatient hospital coverage The vast majority of Medicare beneficiaries don’t pay a Part A premium because they have at least [...]
Our small Alpharetta law firm is looking to hire an Administrative Assistant to be responsible for the day-to-day operations of the firm. This Administrative Assistant will be responsible for a wide variety of office duties. DUTIES AND RESPONSIBILITIES: Completes requests by greeting customers, in person or on the telephone; answering or referring inquiries. Ensures that the clients are comfortable and their needs are met. Maintains attorneys’ schedules by maintaining calendars; arranging [...]
In September 2015, the House Energy and Commerce Subcommittee on Health took up H.R. 670, the Special Needs Trust Fairness Act. The act corrects a problem in the current law that assumes that all individuals with a disability lack the mental capacity to establish their own self-settled special needs trust (a stand alone special needs trust funded with the individual’s own assets). Currently, self-settled special needs trusts can only be [...]
It often pays to shop around when it comes to the purchase of burial, cremation and funeral services. When a loved ones dies, it is normally a very emotionally difficult time to be making significant financial decisions, and the funeral industry knows this. It turns out that pricing information is only required by law to be given out if requested over the phone or in person, so pricing is often [...]