Beware of Non-Lawyers Offering Medicaid Planning Advice
Applying for Medicaid is a highly technical and complex process.
Beware of Non-Lawyers Offering Medicaid Planning Advice Read Post »
Blog
Claiming Social Security Benefits at Age 70
If you are about to turn 70, congratulations on reaching a big milestone. And if you also have delayed claiming Social Security retirement benefits up till now, you are joining a select group — only 6.5 percent of Social Security recipients put off collecting their benefits.
Claiming Social Security Benefits at Age 70 Read Post »
Medicaid’s “Snapshot” Date and Its Crucial Impact on a Couple’s Financial Picture
Medicaid agencies must pick a date to use to analyze the applicant’s assets. The date that the agency chooses can affect how much money the applicant must spend down before qualifying for benefits and how much a spouse is able to keep.
Medicaid’s “Snapshot” Date and Its Crucial Impact on a Couple’s Financial Picture Read Post »
Four Steps You Can Take to Protect Your Digital Estate
Whether or not we spend half our lives responding to devices, we all transact a lot of our daily business online.
Four Steps You Can Take to Protect Your Digital Estate Read Post »
What Is a Special Needs Trust?
Planning by parents can make all the difference in the life of a child with a disability, as well as that of his or her siblings who may be left with the responsibility for caretaking, on top of their own careers and caring for their own families.
What Is a Special Needs Trust? Read Post »
Things to Remember at Tax Time
Tax day, which is Tuesday, April 19 in 2022, is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying taxes.
Things to Remember at Tax Time Read Post »
The Benefits of Including an LLC as Part of Your Estate Plan
Limited Liability Companies (LLCs) are an important tool for small business owners, but they can also be useful in estate
The Benefits of Including an LLC as Part of Your Estate Plan Read Post »
Do Frequent Flier Miles Expire When You Do?
Accumulated frequent flier miles can be valuable assets, but what happens to those miles after someone dies? Can a spouse
Do Frequent Flier Miles Expire When You Do? Read Post »
Rather Than End Controversial Medicare Initiative, Biden Gives It a Makeover
In the face of mounting criticism that its Direct Contracting initiative will undermine traditional Medicare, the Biden administration announced that
Rather Than End Controversial Medicare Initiative, Biden Gives It a Makeover Read Post »