Should you enroll in two popular Medigap plans while you can?
Apr 26, 2018
If you will soon turn 65 and be applying for Medicare, you should carefully consider which "Medigap" policy to enroll in because two of the most popular plans will be ending soon. Q: What is Medigap*s...
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What happens when a nursing home closes?
Apr 26, 2018
The expansion of alternatives to nursing homes, such as assisted living and community care, has been financially challenging for the nursing home industry, and every year a small percentage of facilit...
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How to reverse Medicare surcharges when your income changes
Apr 26, 2018
Are you a high-income Medicare beneficiary who is paying a surcharge on your premiums but who has experienced a drop in income or is anticipating one? If your circumstances change, you can reverse tho...
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Three reasons why giving your house to your kids isn’t the best way to protect it from Medicaid
Apr 26, 2018
Are you afraid of losing your home if you have to enter a nursing home and apply for Medicaid? While this fear is well-founded, transferring the home to your children is usually not the best way to pr...
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Tax reform may impact charitable giving
Apr 26, 2018
As the tax reform measures were unveiled, members of the charitable community expressed alarm that the new rules could create a disincentive to donate.With the larger standard income tax deduction ($1...
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Four provisions people forget to include in their estate plan
Feb 11, 2018
Even if you've created an estate plan, are you sure you have included everything you need to? There are certain provisions that people frequently forget to put in in a will or estate plan that can hav...
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How Medicare and employer coverage coordinate
Feb 11, 2018
Medicare benefits start at age 65, but many people continue working past that age. That makes it important to understand how Medicare and employer coverage fit together. Q: What is the difference betw...
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Proposed regulations curtailing valuation discounts withdrawn
Dec 24, 2017
The Treasury Department and the IRS have announced that proposed regulations that would have drastically limited valuation discounts for transfers of family businesses are being withdrawn. Q: What wou...
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Advance Medical Directive documents also important for young individuals.
Dec 24, 2017
Power of Attorneys and Advance Medical Directive documents are also essential for young adults leaving home and headed to college. While a Will might not be at the top an 18-year-old’s "Get Ready for ...
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Understand that Wills Are Part of a Package
Dec 24, 2017
Any estate planner worth his or her salt is going to discuss the benefits of Advance Medical Directive and Durable Financial Power of Attorney documents. Sometimes, depending upon the circumstances, t...
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