Green Cards Redesigned

2 years ago

On January 30, 2023, the U.S. Citizenship and Immigration Service (USCIS) announced new designs to improve security of Permanent Resident…

IRS Announces Saturday Hours for Taxpayer Assistance

2 years ago

The IRS announced its commitment to providing meaningful service and assistance to meet taxpayers' needs. In February, March, April, and…

Ruminations on Care and Care Planning

2 years ago

At this point, there are many companies and services out there claiming to provide care and care planning. So what's…

What is CareTree?

2 years ago

Many years ago, I helped found an organization called the Life Care Planning Law Firms Association. Since then many companies…

Pooled Trusts Currently Authorized to Provide Trust Services in Georgia

2 years ago

As of this writing, the following pooled trusts are authorized by the Department of Community Health to provide trust services…

Advocates Academy: My Dream

2 years ago

My dream is to establish an advocate’s academy. The ultimate name isn’t as important as the mission. It will train…

Secure Act 2.0 allows SNTs holding retirement accounts to name charitable beneficiaries

2 years ago

H.R. 2617, commonly known as the Consolidated Appropriations Act, 2023 (which includes the SECURE Act 2.0), amended provisions in the…

Wills versus Trusts: Do I need a Trust?

2 years ago

What is a Will? A Will, also known as a Last Will and Testament, is a document stating how your…

Amazon warns customers about online scams

2 years ago

Amazon recently posted the following warning to customers: Stay safe from scammers this holiday season by getting to know their…

ABLE Accounts

2 years ago

The Achieving a Better Life Experience (ABLE) Act of 2013 (S. 313/H.R.647) was introduced in the 113th Congress by a…