On July 17th, 2017, Attorney Lana Sturdevant spoke to the National Business Institute's CLE Program on the 'Ultimate Guide to Probate - Conquering Inventory, Strategic Asset Distribution & Valuable Tax Insights.' Thank you for sharing your valuable knowledge!
On June 28th, 2017 LGT Elder Care Coordinator, Maria Motsavage presented to the Financial Planning Association of Southern Tier New York on 'Navigating Long Term Care Coordination.' Thank you for sharing your valuable knowledge!
Americans are misinformed about many aspects of Social Security, and local Social Security offices may not be helping, according to a study by the Government Accountability Office (GAO). The study found that the Social Security field offices often did not provide key information that would help people make well-informed decisions about when to file for benefits.Deciding on the right time and the right way to apply for benefits can be confusing for many people. While you can apply for Social [...]
After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor (DOL) allowed the rule to go into effect on June 9, 2017, but its future is still unclear. Earlier this year, an executive order was issued delaying the so-called “fiduciary rule,” the first part of which was scheduled to go into effect in April 2017, and calling for a review. The DOL is still reviewing the rule and can still make [...]
On May 14, 2014 Sherrill Lehman’s life was shattered when a Tioga County Sheriff informed her that her husband Grover Lehman had died while working for Jim Ray Homes, Inc. installing a manufactured home in Newfield, NY. Investigation into the accident disclosed that the crew had lifted a home on four bottle jacks while Grover, 60, was underneath the home. A gust of wind blew the home off the jacks crushing Grover who died instantly. Sherrill described Grover as “larger than life. He [...]