There are nearly 58 million people in America that identified as differently-abled. This makes them the largest minority group by far. Every year when the holiday season comes near most of us start to think of ways that we can give back to those that are not as fortunate as we are. Most of us…
Presented by: Valerie L. Peterson, J.D., ElderCounsel and James Swain, JD, MBA, Swain Law Firm This 3-hour advanced VA pension planning webinar will focus on the new eligibility rules, how they will impact your planning process, and opportunities that exist under the new rules. Specific topics that will be covered: Biggest impacts the new rules make Lookback and penalty period…
Tuesday, October 23rd, Sandra Day O’Conner announced that she has been diagnosed with “the beginning stages of dementia, probably Alzheimer’s disease,” in an open letter that she released to the public. Sandra Day O’Conner was the first woman to serve on the Supreme Court. After retiring at the age of 76 she continued her work in…
Stieg Larsson is not a name that is easily recognized, but his story shows why everyone needs estate planning. Stieg Larsson grew up with his grandparents in a small wooden house in the countryside of Sweden. His Father had worked in a smelting factory, eventually suffering from arsenic poisoning. His Mother and Father moved to…
According to the Wealthcounsel’s Estate Planning Survey only 60% of Americans are not planning for the future by protecting themselves and their family. Clients from all social backgrounds can benefit from estate planning. Parents may want to designate a guardian for their children. Homeowners could seek to ensure that their homes are transferred to their…
The 3-year look back has eliminated the option of last-minute planning. Asset transfers made during the look-back period will have a penalty period imposed on the applying veteran or spouse that can last up to 5 years. The Penalty for asset transfers will be calculated by using a set amount as a divisor. The monthly…
