The Secret to Aging Well? Contentment

“Despite having many friends in their 70s, 80s and 90s, I’ve been far too slow to realize that how we respond to aging is a choice made in the mind, not in the gym.” https://www.nytimes.com/2018/10/02/well/live/the-secret-to-aging-well-contentment.html

 

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Social Security Presentation (delivered by Bernie Rosen)

On June 13, 2018, Bernie Rosen, Public Affairs Specialist, shared an overview of the Social Security program at the Orion NYC Chapter meeting. Bernie’s depth of knowledge from decades with the Social Security Administration made him an excellent educational resource and ‘answer man’ for the many attendee questions.

Bernie and his colleague, Nilsa Henriquez, also made informative presentations at the Orion Westchester and Long Island meetings in the past year.

Based on members’ requests, here is an abbreviated version of Bernie’s slides.  While the data was current as of June 13th, regulations can change so be sure to check with the SSA for the most up-to-date information. Download here

Carey Gold

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New York Court denies live-in caretaker’s (now wife) right to elective share

A recent decision by the Kings County Surrogate’s Court in a predatory marriage case could potentially change elder abuse cases nationwide. It marks a change in the court’s attitude towards elder exploitation, particularly ones that result in a “predatory marriage”.  A landmark decision, it sets new precedent for victims of elder abuse and their families.

Click on address below for article dated July 17, 2018 in WealthManagement.com online publication.

 

Perry A. Shulman, CPA

Chair – Orion Eleder Abuse Committment Committee

A Step in the Right Direction for Elder Abuse Cases

A recent decision by the Kings County Surrogate’s Court in a predatory marriage case could potentially change elder abuse cases nationwide. It marks a change in the court’s attitude towards elder exploitation, particularly ones that result in a predatory marriage. A landmark decision, it sets new precedent for victims of elder abuse and their families.

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How Criminals Steal $37 Billion A Year from America’s Elderly MAY 3, 2018 • PAGE 4 OF 4

Use the  URL below to retrieve this article from the Financial Advisor publication.  Quite interesting.

Perry A. Shulman, CPA

Chair, Orion Elder Abuse Advocacy Committee 

 

How Criminals Steal $37 Billion A Year from America’s Elderly

Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences.

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Panel Discussion at Orion Meeting 3/14

Thank you to the Manhattan program committee and Sonya Mittleman for the opportunity to be part of the panel along with Paul Tramontozzi, Mike LaMagna and Joe Lawliss.

For those not in attendance, much of the information presented can be gotten from the 2018 Consumer Guide; 6 Ways to Finance Chronic Healthcare.  All the contributors are Orion members.

The Guide can be downloaded from my website: www.GuideINS.com

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