» General Interest

Four Provisions People Forget to Include in Their Estate Plan

Even if you've created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact later on.

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Categories: General Interest

Hospitals Now Must Provide Notice About Observation Status

All hospitals must now give Medicare recipients notice when they have not been admitted but are merely under "observation" status. The notice requirement is part of a law enacted in 2015 but that just took effect.

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Categories: General Interest

Trump Delays Rule That Retirement Advisers Put Their Client's Interests Ahead of Their Own

President Trump signed an executive order calling for a review of the fiduciary rule that was intended to prevent financial advisers from steering their clients to bad retirement investments.

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Categories: General Interest

Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?

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Categories: General Interest

Costs of Some New Long-Term Care Insurance Policies Rise in Latest Survey

A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the 2017 Long Term Care Insurance Price Index.

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Categories: General Interest

Things to Remember at Tax Time

Tax day is fast approaching and you want to make sure you're taking advantage of all the deductions you're entitled to.

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Categories: General Interest

Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem.

Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem. A Durable Power of Attorney (“POA”) can be a useful tool in estate planning.  In a POA, a person termed the “principal” gives legal authority to a different… Read More
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Watch Out for Mistakes in the List of Doctors Covered by Your Medicare Advantage Plan

Medicare Advantage plans are a popular alternative to regular Medicare because the plans often offer lower out-of-pocket costs, but buyers need to make sure they know what they are paying for.

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Categories: General Interest

Preventing a Will Contest

It may be impossible to prevent relatives from fighting over your will entirely, but there are steps you can take to try to minimize squabbles and ensure your intentions are carried out.

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Categories: General Interest

New Medicare Rule Encourages Doctors to Test for Alzheimer's Disease and Offer Care Planning

A new Medicare rule will promote earlier diagnosis of Alzheimer's disease. Medicare will now reimburse primary care doctors who conduct an Alzheimer's evaluation and offer information about care planning to elderly patients with cognitive impairme… Read More

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Categories: General Interest

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