Category: Elder Law

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Are the Proposed Rules Governing Stretch IRAs a Good Thing?

October 10, 2019

In spring 2019, two bills that affecting retirement accounts landed on Capitol Hill. In the House, the SECURE (Setting Every Community Up for Retirement Enhancement) Act was unveiled in March. A few days later, the Senate introduced a companion bill…

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Managing Residential Transitions – Part 2

September 5, 2019

In Part 2 of our two-part series on the topic, we’ll hear from Chris Rothenberger, Flammia Elder Law Firm’s Elder Care Coordinator. When it comes to managing residential transitions for an older adult, the extent of my role varies depending…

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Managing Residential Transitions – Part 1

August 28, 2019

If you’re looking after an elderly loved one, chances are good that you’ll be faced with the prospect of moving the elder from one living arrangement to another. In the elder care world, this is called a residential transition. It’s…

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The Skinny on Joint Accounts

August 15, 2019

If you’re starting to think about estate planning, the question of how to manage bank accounts inevitably arises. Creating joint accounts—where you and others share ownership of bank accounts—is an option that many consider. In fact, your banker may even…

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