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In Polselli v. IRS (5/18/2023), after a revenue agent decided Remo Polselli was underpaying his taxes, the IRS issued a summons for Polselli’s bank records. One summons went to Wells Fargo requesting his wife’s records and records of his company. The IRS did not provide Polselli with notice of the summones, but his banks did. […]

Saving for An Emergency

What would you do if an emergency happened? Would you have enough money to replace a vehicle or put a new roof on your house. Could you survive several months of unemployment if you were laid off? A recent article on cnbc.com asks how much emergency savings you need during times of uncertanty? The answers […]

One of the fears shared by many retirees is running out of money. QLACS are a type of deferred annuity that hit the marketplace around 2014 designed to guard against this concern. QLACS, short for Qualified longevity annuity contracts, are designed to provide income late in life. They are purchases with retirement account funds and […]

We recently posted regarding scams and fraud on EZ Elder Law. To read the post, click here: https://www.ezelderlaw.com/scams-and-fraud/.

In March, 2021, we quietly launched EZ Elder Law (www.ezelderlaw.com) to provide news and information regarding subjects that matter to our clients. Going forward, we intend to do most of our blogging there and will post about cases, laws and news that impact elders, individuals with special needs and their caregivers. As of June, we’ve […]

Inc. recently published an article titled: “Warren Buffett Says 4 Choices in Life Separate the Doers From the Dreamer.” In that article, Warren Buffett tells us to: Pick your friends wisely. Go to bed a little smarter each day. Improve your communication skills. Say no.   These choices, as Buffett calls them, are wisdom. Most […]

First, let me say, I’m not a doctor. My opinions are simply my opinions. Even so, as a human being, I can ask questions and seek answers regarding our shared human experience. How should we grieve a loss, especially the loss of a loved one? There’s no single answer to that question. At https://www.helpguide.org/articles/grief/coping-with-grief-and-loss.htm, the writer says […]

The title of this new CMS approval is unnerving because it sounds like rationning. However, “the state has committed to maintaining coverage for eligible beneficiaries or state plan-covered services in place today.” Time will tell. https://www.cms.gov/newsroom/press-releases/cms-approves-innovative-tennessee-aggregate-cap-demonstration-prioritize-accountability-value-and

Anxiety over what you can’t control robs you of today’s happiness. If you truly believe God owns it all and that He will provide for your needs, then take a lesson from Paul as he wrote to Timothy: “But godliness with contentment is great gain. For we brought nothing into the world, and we can […]

The short answer is “no.” Although the Department of Community Health takes a contrary position, Georgia law does not support their position, at least unless the legislature changes the law. O.C.G.A. § 33-25-11 Cash surrender value and proceeds of life insurance policies and annuity contracts not liable to attachment, garnishment, or legal process in favor […]

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