On April 24 the U.S. Department of Labor issued its Retirement Security Rule: Definition of an Investment Advice Fiduciary. The rule issues updated guidance for financial professionals who provide advice to retirement savers. As elder law attorneys, we do not…
more
The Karp Law Firm held a Stacks and Snacks get-together on April 20 at our Palm Beach Gardens office. We invited our clients and other friends to socialize, enjoy fresh pastries and coffee, and drop off their unneeded documents for…
more
Having a Living Trust as the cornerstone of your estate plan can be advantageous, depending on your particular circumstances and estate planning goals. One notable advantage: A properly structured and funded Living Trust, unlike a Last Will & Testament, is…
more
The Karp Law Firm attorneys help clients who seek long-term care Medicaid benefits for their loved one. In addition to being distraught about their loved one’s welfare, clients are also unnerved by the prospect of losing their economic security to…
more
Brian Wilson was the driving force behind the Beach Boys, the band that popularized surf music in the 1960s. The band created some of our most iconic pop songs: Little Surfer Girl, Surfin’ USA, California Girls, Good Vibrations, I Get…
more
If you are enrolled in a Medicare Advantage plan and have ever sought pre-authorization for a recommended medical procedure, you know the pre-authorization process can be time-consuming and too often, unsuccessful. Intended to make sure medical procedures are truly necessary,…
more
Every adult with people and assets to protect needs a plan to protect loved ones in the event of incapacity or death. And what better example of a person with people to protect than the parent of a minor child?…
more
The Karp Law Firm handles Probate and Trust Administration. Last year, three of our dear, longtime clients passed on. All were animal lovers who had named Attorney Joseph Karp as their trustee and personal representative. They instructed him to use…
more
Every year, millions of dollars of life insurance proceeds go unclaimed because beneficiaries do not realize that a policy exists, or if they do, do not know how to find it. Lost policies are more common than you might think….
more
The April 15 income tax deadline approaches. If you are a Social Security recipient who has additional sources of income, you will pay federal income tax on a portion of your Social Security benefits. Of the 66 million Americans who…
more
