Blog

Things to Remember at Tax Time

April 15th is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying taxes. As tax time draws near, you want to make sure you file all the proper forms and take all deductions you’re entitled to.… Read More
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Categories: Elder Law

A Good Estate Plan Needs More than a Will

When it comes to estate planning, everybody wants a Will.  Many people believe that good estate planning begins and ends with having a Will and they think once they have a Will, all their estate planning problems have been solved.  But unfortunatel… Read More
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Last Chance to Use File and Suspend Strategy for Claiming Social Security Benefits

Time is running out to use a potentially very lucrative Social Security benefits-claiming strategy. Spouses will no longer be able to use the “file and suspend” strategy after April 29, 2016. Beware, however, that the new rules are causin… Read More
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Categories: Elder Law

Caregiver Promises Past and Present

As a long-time spouse, taking on the role of caregiver can be an extremely difficult process that many couples simply do not foresee. Journalist Tara Bahrampour highlighted the conversations held among families about future long-term care steps in he… Read More
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Can Social Security Benefits Be Garnished to Pay Debts?

If you don’t pay your debts, creditors can get a court order to garnish your wages, but what if your income comes from Social Security? The answer is that it depends on the kind of debt. For most types of debt, including credit cards, medical b… Read More
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Categories: Elder Law

Medicaid Claimant Survives Challenge to Loan Made to Family Member

When we are working with families who wish to engage in Medicaid planning or for whom a family member must file an application for benefits, there are some common misconceptions we observe.  Families do not often appreciate that the Medicaid eligibi… Read More
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The Benefits and Drawbacks of Buying an Annuity Doubler to Pay for Long-Term Care

As long-term care insurance premiums keep rising and fewer companies are offering policies, seniors are looking for other ways to help pay for long-term care. Annuity “nursing home doublers” have emerged as a new long-term care option. Th… Read More
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Categories: Elder Law

Caregivers: Know your Assisted Living Options

February is National Caregivers Month. One task that can be daunting for family caregivers is identifying the assisted living community that best fits their loved one’s unique needs. It is important for caregivers to be able to identify the differe… Read More
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Medicare Now Covers Conversations About End-of-Life Care

Medicare beneficiaries may now discuss options for care at the end of life with their health care providers.  Beneficiaries of course were already free to talk about advance care planning with their doctors or other qualified health professionals, b… Read More
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Categories: Elder Law

WHERE DO YOUR FREQUENT FLYER MILES GO WHEN YOU DIE?

For those who travel often, airline frequent flyer programs can be quite valuable.  Accumulated miles from time spent in the air can be prudently utilized by consumers for deeply discounted or free flights.  That can be quite beneficial.  But have… Read More
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Categories: General Interest

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