A Life Changing Event

/ By: Roger Levine, Estate Planning Attorney

Category: Estate Planning

The death of a spouse is one of the most life altering events you will experience. The sense of loss and the upheaval in your day to day life is enough. Couple that with the...

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Retain Your Reserve Fund

/ By: Roger Levine, Estate Planning Attorney

Category: Retirement Planning, Social Security

Your Social Security check stops when you die. Your financial institution legally must return any payments that are received after you die. Is your family going to be able to weather this major disruption to...

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Protecting Children From a First Marriage

/ By: Roger Levine, Estate Planning Attorney

Category: Wills & Trusts

Many decisions in estate planning require balancing competing interests. You want to provide something for everyone. You choose to provide for your surviving spouse for the remainder of their life. You want to ensure that when...

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Will I Qualify for Medicare or Medicaid?

/ By: Roger Levine, Estate Planning Attorney

Category: Uncategorized

If you are rapidly reaching retirement age and are concerned that you will not be able to keep your current healthcare coverage, you may be wondering whether either the Medicare or Medicaid program can help....

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