Blog2016-12-22T06:23:33-04:00

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Will Your Medicare Premiums and Deductibles Increase in 2016?

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 [...]

January 6th, 2016|

Job Posting: Administrative Assistant

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 [...]

December 14th, 2015|

It’s Time to Act on the Special Needs Trust Fairness Act

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 [...]

November 5th, 2015|

Comparison Shopping for Funeral Services

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 [...]

October 29th, 2015|

Ashton Kutcher’s Latest Production, Willing.com, Not Quite Ready for Prime Time

A new tech company start up involving the actor, Ashton Kutcher, has set up a free Will drafting and funeral planning service on its website, Willing.com. I reviewed the Will drafting service and can say that it is not ready for prime time, assuming you care about what happens with your family after you are gone. Yes, the process is fairly easy and the terminology used in the Will forms [...]

October 19th, 2015|

A Knitter’s Quest for a Soft Seat

Yes, I am a special breed of nerd – I am a knitter. I knit in conferences, car trips, and on plane rides. I have bags of UFO (unfinished objects) stashed around my home office and in my closet. I refuse to tell my husband how much yarn I actually have in my home office closet, but the reality is that I’m not quite sure. I seem to find skeins [...]

May 11th, 2015|

Robin Williams Prohibits Exploitation of His Image for 25 Years! Take That IRS!

The late Robin Williams’ estate plan provided for his “image rights” to pass to a charitable organization that he set up and prohibited these image rights from being used for 25 years after his death. While we are not sure of the exact reasons Robin Williams decided to prevent anyone from using his image for profit or otherwise, it is a good guess that at least one reason was the [...]

April 30th, 2015|

“The Accidental Superpower” by Peter Zeihan

As I have gotten older, I love to learn more and more.  The current book I am reading is not just good but rather mind altering as to how I see our world’s past and future.  I can now make more sense of the Middle East’s chaos and have a sense as to why our government is starting to make friends with prior enemies and pull away somewhat from our [...]

April 27th, 2015|

Tax planning for families earning over $180,000 per year with kids in college. A must read!

If you have done well with your career or you and your spouse have done well with both of your careers and you have kids going to college, you already know that your college costs are huge and your tax liability probably is not going down any to reflect it. This blog is really a reference to an awesome blog post done by Resource Planning Group (a GA based Fee [...]

April 8th, 2015|

More about A Mensch in our own backyard!

I was able to speak with Steve Baumgartner directly about his kidney donation, and I was so fascinated with what he did and its impact, I am doing another blog post on this topic.  Basically, he decided to do something nice by donating a kidney, and his plan was to let Piedmont Hospital choose the recipient.  Shortly before he was set to go in to have his kidney removed, he [...]

March 31st, 2015|
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