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21 Jan Who Knew Mom Would Live This Long?

Posted at 11:27h in Blog, Wills And Revocable Living Trusts

Lynda Faye had always looked forward to retirement. Time for gardening and her backyard art studio in Amherst, MA. She wanted to spend time with her grandchildren. To catch up on her reading, to slow down and enjoy life at a slower pace. One thing she never put on her...

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21 Jan AB-5 Signed into Law: But What Happens Next?

Posted at 11:18h in Blog, Business and Finance

California’s Assembly Bill 5 (AB-5) took effect on January 1, 2020. The bill is an effort to curtail the hiring of independent contractors that leaves many workers without the stability that comes with employee status—healthcare benefits, a retirement account and accrued vacation time. AB-5 is an effort to force companies...

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20 Jan Remember the Peace Corps? Look for a Peace Corps Of Caregivers

Posted at 15:16h in Blog, Senior Services and Hospice

Who remembers the Peace Corps? It was a government program, a way for mostly young volunteers to help others while expanding their own world views that goes back to the Kennedy administration. Volunteers served two years in foreign countries. But no one was assigned to Paris or London; rather, they...

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21 Dec 2020 Tax Tips for the Gig Economy

Posted at 20:00h in Blog, Business and Finance

What has the IRS cooked up for us this year? I was reviewing some of the tax changes for 2020, and it seems like the big changes came last year as part of the Trump administration’s Tax Cuts and Jobs Act. What did get my attention were some cautionary items...

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21 Dec Former Linebacker, 42, Now Losing his Last Big Game to Dementia

Posted at 19:48h in Blog, Wills And Revocable Living Trusts

T.J. Abraham is a big guy who played football throughout high school and college. An offensive linebacker, he loved the tough-man fraternity of the team, the getting hit, clanking helmets, getting back up. He saw stars, he threw up, but he got back back in it. “I probably got my...

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21 Dec Prescription Drugs to Fight Aging—Entirely Experimental

Posted at 19:35h in Blog, Senior Services and Hospice, Wills And Revocable Living Trusts

Meet Dr. Alan Green. He has a tiny but lucrative practice in Queens. His patients travel from around the country to get prescriptions to drugs they believe will fight aging. Who are his patients? An estimated 5% are fellow doctors. Others have backgrounds in science or are in the upper-income...

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29 Nov The Gig Economy: The Winners and the Losers

Posted at 19:43h in Blog, Business and Finance

California has passed legislation that could help hundreds of thousands of independent contractors become employees. It would provide the opportunity to earn a minimum wage, overtime pay and other benefits. Yet this legislation is highly controversial. Uber, for one, doesn’t think the law’s provisions apply to its drivers. They’re just...

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29 Nov Aging in Place: Growing Older at Home

Posted at 19:32h in Blog, Senior Services and Hospice

Living Trusts are an important service for us, and creating a Trust often inspires people to get serious about life planning. Many of those who are retired or who are nearing retirement begin to make plans for what they hope will be the next twenty or more years. Health and...

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29 Nov ‘Tis the season for Holiday Scams

Posted at 19:21h in Blog, Wills And Revocable Living Trusts

I dodged a scam this week from a company that called to renew my subscription to McAfee, my antivirus software. They directed me to a website and told me I had to pay $420 for a two-year subscription. This felt a little hinky, but then, I’ve had a computer virus...

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22 Oct Socially Conscious Investing: Taking a Bigger Role in 401k’s

Posted at 17:34h in Blog, Business and Finance

Peter Rothstein likes that his job has a social purpose. It expands clean energy to mitigate climate change. Best of all, he will soon be able to support that mission in his retirement plan. Socially conscious investing is gaining ground. Identifying 401k offerings that support environmental, social and governance (ESG)...

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22 Oct A Drug-Resistant, Deadly Fungus Is Plaguing Nursing Facilities

Posted at 17:03h in Blog, Health

Called candida auris, this fungus is highly contagious, drug-resistant, and it’s plaguing nursing facilities. Half of the patients who contract this disease die within 90 days. It’s so difficult to eradicate that many facilities have stopped accepting patients infected with it. Public health officials struggle to contain the pathogen, while...

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22 Oct The Fed: Helping Us Save for Retirement

Posted at 16:50h in Blog, Business and Finance

The government is responding to statistics showing that current generations are not saving for retirement. Unlike their thrifty parents, many baby boomers are alarmingly ill-prepared for retirement. Many other employees are more focused on present financial needs than future ones. The implications of generations of people who are unable to...

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