Publications

Don’t Let Dementia Steal Everything!

“Oh no, what are we going to do?”

Experts say that every 65 seconds someone is diagnosed with Alzheimer’s disease or some other form of dementia. When someone you love gets that diagnosis, you need answers.
The authors, Kerry Peck and Rick Law, are two nationally renowned elder law attorneys who can help you make wise decisions in the midst of a post-diagnosis whirlwind of confusion.

Avoid Common Missteps such as:

• Giving away assets to qualify for nursing home benefits
• Believing that Medicare will pay for your long-term care needs
• Waiting until the last minute before seeking expert legal advice
• Assuming that nursing home Medicaid is a do-it-yourself project
• Thinking that a revocable living trust provides asset protection
• And many more.

What Your Tax Guy Won’t Tell You

Today, the BIG tax issues are:

1. Invisible Tax Time Bombs in almost everyone’s retirement accounts and highly appreciated assets. I call them “Invisible” because when I meet a prospective client, none of their advisers seem to be interested in stopping the bomb from exploding. Read this ebook to learn more about these ticking dangers in your retirement accounts and assets, and why your current financial and tax advisors are not mentioning them to you.
2. How best to use Smart Moves Around Retirement Taxation (SMART) for individuals and couples. Read on to discover why even Ebenezer Scrooge might become charitably minded to save big income tax dollars in his retirement accounts
3. Smart Moves for Self-Employed and Multiple Employee Business Owners. You may not think so, but the tax code provides business owners with more…