» General Interest

The Use of Immediate Annuities in Medicaid Planning for Married Couples

Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid.

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Categories: General Interest

DOL Announces That Fiduciary Rule Will Go Into Effect June 9

After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor announced that the rule will go into effect on June 9, but its future is still unclear.

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Categories: General Interest

New Protections for Nursing Home Residents

New Obama-era rules designed to give nursing home residents more control of their care are gradually going into effect. 

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Categories: General Interest

The Estate of Prince – Valuation is Tricky - (Part 2)

    The Estate of Prince – Valuation is Tricky (Part 2) Last week we discussed how Prince died without a Will and several problems that that is causing in the process of estate settlement.  This week we consider another aspect of Princeâ… Read More
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New Book Offers Guidance Through the Medicare Maze

The Medicare program has become quite complex over the years.  Running afoul of its sometimes arcane rules can be expensive, and expert guidance is almost essential.  

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Categories: 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

Legal Rights for Elder Drivers in CT

For better or for worse, our current culture is very car-dependant; in many places, cars are the only convenient link to the outside world. Unfortunately, as people age, driving can become… Read More

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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

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