When you hear about changes in inheritance law, Medicaid funding, and nursing home issues in the news, you want to know how that will affect you. Learn more by reading our take on the major news stories here.
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Medicaid's Power to Recoup Benefits Paid: Estate Recovery If steps aren't taken to protect the Medicaid recipient's house, it may need to be sold to settle the claim. -
Don't Let Medicare Open Enrollment Go By- Check Your Options Don't let this period slip by without shopping around to see whether your current choices are the best ones for you. -
Avoid Disagreements Between Your Power of Attorney Holder and Health Care Proxy A durable power of attorney and a health care proxy are two very important estate planning documents, it is important to pick two people who will get along. -
Understanding the Differences Between a Will and a Trust Not everyone knows the differences between the two. Both are useful estate planning devices that serve different purposes. -
529 Plans Have Morphed Into Estate Planning Tools Read about how an individual contributing to a 529 college savings plan can front load five years’ worth of contributions -
Attorney Who Transferred Funds from Elderly Clients Without Prior Approval Is Disbarred Florida court disbars an attorney who borrowed money from one elderly client and transferred funds from two other elderly clients -
State Wrongly Required Medicaid Applicant to Provide Information that Didn't Exist to Verify Assets Read more about the state that required a Medicaid applicant to produce information that did not exist -
On-Site Health Care Could Help Seniors Stay at Home The program works to deliver health care services to low-income seniors in affordable housing developments so they stay out of nursing homes. -
Seniors will soon have their own IRS tax form Filing an IRS tax return is likely to be simpler next year for at least 10% of the 150 million Americans who do so.