Blog

elder law resources - ABLE Accounts

David E. Hultstrom, President of Financial Architects, recently explained why past-performance is not a great way to evaluate financial advisors. Essentially, no one has a working crystal ball. Hultstrom wrote the following in the May, 2023 edition of Financial Foundations. Why would I leave out past performance in selecting an advisor, or current performance for […]

Elle

We regularly post links to news articles and other resources related to Elder Law and Special Needs Law. We focus on general news, health and healthcare news, special needs news, events, government sources, financial and retirement news and legal news. Some cited resources are for professionals, but most are news or other helpful articles we […]

Ali

February is American Heart Month! Read President Biden’s Proclamation on American Healrth Month 2022 We regularly post links to news articles and other resources we believe might be of interest to our viewers. We focus on general news, health and healthcare news, special needs news, events, government sources, financial and retirement news and legal news. […]

Mason

February 18th is National Caregiver’s Day! General News Sources: Will Social Security run out of money? Here’s what could happen to your benefits if Congress doesn’t act Georgia AG Carr Warns Georgians to Beware of Romance Scams | FBI Warning North Macedonia President Walks Girl With Down’s Syndrome To School After She Was Bullied What […]

The Consumer Financial Protection Bureau has published new tools on Reverse Mortgages. The tool box includes basic information, eligibility, information about fees and how reverse mortgages are repaid.

Social Security is one of the most important programs for seniors in the United States. It provides a guaranteed source of income for retirees, as well as disability and survivor benefits. The Social Security Administration (SSA) offers a Retirement Estimator tool that can help you estimate your future benefits. The tool is easy to use […]

Charles Schwab Foundation President Carrie Schwab-Pomerantz discusses how to get the most out of Social Security.

At one time or another, many seniors consider adding a child as a co-signer on his or her bank account. Whether that is wise depends on a common understanding of why the senior is adding the child, and the child’s integrity. For example, most bank accounts are owned as joint tenants with rights of survivorship. […]

On April 26, 2021, the Consumer Financial Protection Bureau’s Office of Financial Protection for Older Americans sent us a link to the following resources: Managing Someone Else’s Money – these guides are for financial caregivers who are managing the money or property of a loved one who is incapacitated Planning for retirement – a tool to help […]

Filter by

  • Select Categories

  • Select Tags

Start Here

Enter your name and email address to keep up with what’s new at EZ Elder Law!

  • This field is for validation purposes and should be left unchanged.