It is that time of year. Those of you who are receiving Social Security benefits in 2022 should have received an annual COLA notice sometime during December (unless you have opted out of mailed notices – more on that below). A typical statement is shown on the left.
PLEASE … Continue Reading
Medicaid in an Assisted Living Facility? Think again!
You’ve been looking at assisted living facilities for Mom, who simply can’t be left home alone anymore and who cannot afford round the clock in-home care.
The admissions people at the assisted living facility have asked. … Continue Reading
Tying the Knot? Or Just Moving In?
When a client tells me that he or she is considering a second marriage, for terribly unromantic reasons (I guess I’m the anti-cupid...darn lawyer!) I recommend that the client plan carefully—very carefully—before going into a later-in-life … Continue Reading
Something is perking in Washington that could end up costing many people a lot of money that they weren’t expecting to spend. If you own assets that have appreciated in value, this could be you.
As I write this article news outlets are running stories regarding changes to … Continue Reading
UPDATED April 16, 2020
If you or someone you know is on Medicaid (Nursing Home) or Special Assistance (Assisted Living Facility): READ THIS. This article has very important information about the effects of the $1,200 stimulus payments under the Coronavirus Aid, Relief, and … Continue Reading