Cheryl David

Probate Terminology For the Non-Attorney

You don't have to be well-versed in legalese to be able to create a comprehensive estate plan. Unfortunately, estate planning attorneys sometimes use language with which they are very familiar, even though their clients are not. Sometimes this language can make it hard for clients to know exactly what is going on, so it's always in your best interest to speak up if you aren't familiar …  read more

Alzheimer’s Onset May First be Indicated By Changes in Walking Style

Today, about 5.4 million Americans suffer from Alzheimer's disease. As baby boomers continue to age that number is expected to balloon to 16 million or more by 2050. Though researchers have yet to develop effective treatments for the disease, new research shows that specific, early physical symptoms may be a good indicator of the onset of Alzheimer's disease. Researchers recently …  read more

Retirement Tips for Same Sex Couples

While America's attitudes towards same-sex couples have changed significantly in recent years, there are still some potential retirement hurdles that many LGBT Americans need think about. On the federal level, the Defense of Marriage Act effectively prevents same-sex couples from benefiting from the same retirement benefits that heterosexual couples share. However, you can take steps now …  read more

Study: Medicaid Expansion May Save Lives

A study recently released by researchers at the Harvard School of Public Health shows that states which have expanded their Medicaid coverage to include more people from needy populations have a lower death rate than neighbor states who failed to enact similar expansions. This study shows that after Arizona, Maine, and New York expanded their Medicaid coverage in 2001 and 2002, those …  read more

Elderly Face ID Theft Risk

Senior citizens are at an elevated risk to be the targets of identity theft. As more Americans age and as technology becomes even more deeply embedded into daily life, older consumers are facing a range of difficulties and hurdles they have never faced before. More and more, elderly Americans are having to share sensitive personal information with any number of people, ranging from …  read more

Is Beastie Boy Adam Yauch’s Will Invalid?

Check out this week's newsletter - click on our logo below! In this edition, find more about the following topics: Is Beastie Boy Adam Yauch's Will Invalid? Leasing Office Space at 528 College Road Can You Control Your Heirs From the Grave? IRS Gives New Tax Directions for Dual Citizens Medicare B Can Help Defray Medical Costs Give Away Your Potential Tax …  read more

Living Trusts Can Help You Avoid Probate

For many people creating an estate plan, avoiding probate is a major goal. Having your assets transfer to new owners after you die without the requirement of going through probate can save your estate a lot of time and money. It can also offer you the opportunity to keep your affairs entirely private as probate documents are part of the public record and anything that goes on in a …  read more

Governors Urged to Adopt Medicaid Expansion by Federal Medicaid/Medicare Chief

Following the Supreme Court's decision to uphold the Patient Protection and Affordable Care Act, several state governors have declared their intention not to adopt the Medicaid expansion as provided under the law. Because the Supreme Court's ruling essentially allowed states to opt-out of the Medicaid expansion, states have the choice to implement the expansion or not. Recently, however, …  read more

Estate Planning Terms: Ademption – 3 Questions

Question 1: What is ademption? Ademption refers to when a Will leaves a specific gift to someone, but, when the time comes to distribute those gifts, the person who made the Will no longer owns that property. In this situation there is nothing for the estate to give to the named beneficiary, so the gift has failed, or adeemed. Question 2: How does ademption happen? There are two …  read more

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