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29 01, 2020

Free Tax Preparation Help Is Available to Most Seniors

By |2020-01-29T19:00:12-05:00January 29th, 2020|Estate Planning, Family Planning, Long-Term Care, Medicaid Planning|

Seniors should know they may be able to use online tax prep software free of charge. All seniors are eligible for free counseling assistance from the IRS.

22 01, 2020

Feds Release 2020 Guidelines Used to Protect the Spouses of Medicaid Applicants

By |2020-01-22T19:24:36-05:00January 22nd, 2020|Estate Planning, Family Planning, Long-Term Care, Medicaid Planning|

The Centers for Medicare & Medicaid Services (CMS) recently released the 2020 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep, as well as related Medicaid figures.

17 01, 2020

As Caregivers Get Younger, Planning for Long-Term Care Is Becoming Even More Important

By |2020-01-17T20:28:38-05:00January 17th, 2020|Estate Planning, Family Planning, Long-Term Care, Medicaid Planning|

Many young caregivers are taking on the role while just getting started in their own lives, leading to difficult decisions about priorities.

9 01, 2020

SECURE Act Makes Big Changes to Retirement Plans

By |2020-01-09T17:21:10-05:00January 9th, 2020|Estate Planning, Family Planning, Trust Administration, Wills & Probatesssss|

The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, changes the law surrounding retirement plans in several ways.

17 12, 2019

When Inheriting Property, Consider Your Options

By |2019-12-17T18:31:48-05:00December 17th, 2019|Acquisitions, Estate Planning, Trust Administration, Wills & Probatesssss|

Inheriting property from your parents can be both a blessing and a burden. Deciding what to do with the property can be overwhelming.

20 11, 2019

What to Do If You Are Appointed Guardianship of an Older Adult

By |2019-11-20T21:11:33-05:00November 20th, 2019|Estate Planning, Family Planning, Guardianship, Long-Term Care, Trust Administration|

Being appointed guardianship of a loved one is a serious responsibility. As guardian, you must act in the best interest of the ward's well-being.

23 10, 2019

Five Tips for Starting Retirement Planning in Your 50s

By |2019-10-23T21:28:48-05:00October 23rd, 2019|Estate Planning, Family Planning, Long-Term Care, Retirement Accounts|

Many Americans find themselves underprepared when it comes to retirement planning. Here are five strategic steps for achieving the best retirement plan.

27 08, 2019

Grandparents Raising Grandchildren May Qualify for Earned Income Tax Credit

By |2019-08-27T16:26:48-05:00August 27th, 2019|Estate Planning, Family Planning, Planning for Minor Children|

Raising a grandchild can cause financial strain, but grandparents should be aware that there is a tax credit available that could help them out.

6 08, 2019

Understanding Medicare’s Hospice Benefit

By |2019-08-06T19:36:41-05:00August 6th, 2019|Family Planning, Medicaid Planning|

Medicare's hospice benefit is one of its most comprehensive benefits, and it can be extremely helpful to both the terminally ill individual and his or her family. However, it is not understood by most people and is very underutilized.

1 08, 2019

A Tax Break to Help Pay for Day Care

By |2019-08-01T19:07:59-05:00August 1st, 2019|Estate Planning, Family Planning, Planning for Minor Children, Planning for Young Families, Special Needs|

Paying for day care is one of the biggest expenses faced by working adults with young children, a dependent parent, or a child with a disability.