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The Holidays are a good time to have “The Talk” with Parents
When is the right time to have “the talk” with your aging parents regarding their financial affairs and health care issues? In this now-common role reversal, adult children find that […]
Continue readingRetirement Plan FAQ
Quick answers to common questions about retirement plans, including 401(k) plans, IRAs, Keoghs and SEPs. What’s Below: What is a qualified retirement plan? Why are 401(k) plans so popular? What is a Keogh plan? What […]
Continue readingRetirement Assets and Medicaid Eligibility
In order to become eligible for Medicaid benefits for home health care or nursing home care, an individual must have less than the resource allowance amount as set by the […]
Continue readingCona Elder Law Secures Over $500,000 in Medicaid Reimbursement for One Resident
A.D., a 20-year-old long-term resident of a skilled nursing facility, had permanent physical and mental disabilities suffered at birth. A.D. lived in the community and received Medicaid community benefits through […]
Continue readingReducing Estate Tax by Making Gifts
Making gifts during your life can provide you with tax savings and more. NOTE: The federal gift and estate tax is being phased out, but its ultimate fate is still a […]
Continue readingReal Property Planning in Second Marriages
by Paul Hyl, Esq. According to National Stepfamily Resource Center, a division of Auburn University’s Center for Children, Youth and Families, about seventy-five percent of divorced persons eventually remarry.(1) In addition, […]
Continue readingProtecting Assets in a Crisis: All is not Lost
A loved one needs immediate nursing home care and has not planned ahead. Will the family have to spend-down all assets? Luckily, no. It is still possible to protect one-half of […]
Continue readingWorkplace seminars can entice clients
February 13, 2015 By Kristen D’Andrea To sign up consumers, law firms market services to businesses While meeting with clients, attorney Jennifer Cona was hearing similar stories from individuals caring for their aging […]
Continue readingProbate FAQ
You may have heard that you should avoid probate, but you may not even be sure what probate is. Here are the basics. What’s Below: What is probate? Does all property have to […]
Continue readingWills vs. Account Titles: Who Will Really Receive the Inheritance?
Mrs. Wilson has two children – Jim, who lives locally and is the “go-to” person when she needs help, and Susan who lives out of state. Mrs. Wilson wanted to […]
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