New Jersey Bar Association Elder Law Retreat

My recent presentation at the New Jersey Bar Association’s Elder Law Retreat on the use of QLACs in estate planning was well-attended, and there was a lot of discussion afterwards. I am not advocating for or against the use of QLACs—Qualified Longevity Annuity Contracts – in retirement planning. Like any other financial instrument, it is […]

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Be Careful When Helping a Senior With Finances

When it comes to helping a senior with financial issues, the saying that no good deed goes unpunished is spot on. It sounds simple. Your mom, a neighbor or the person for whom you provide home health care may ask you to write a few checks out of her checkbook because it’s difficult for her […]

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Mary Tyler Moore Leaves a Legacy

When actress Mary Tyler Moore was told she had diabetes, her doctors gave her a 50-50 shot at living another 35 years. She proved them wrong, living longer than expected and along the way raising awareness and millions of dollars as a celebrity advocate for diabetes research. Mary lived as comfortably as her health permitted, […]

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