Long Term Care Planning

Eight Tips To Maintain Brain Health As You Age

Jan 29, 2021

If the TV commercials for supplements to enhance brain health are any indication, people are concern...

Take a Number: Important Tax and Retirement Planning Numbers for 2021

Jan 27, 2021

As you are probably aware, the Internal Revenue announces cost-of-living-adjustments (COLA) each yea...

Converting Your Life Insurance To A Long-term Care Benefit Account

Oct 26, 2017

You've seen the ads on TV: an older couple who bought life insurance when their family was younger n...

Proposed Regulations Would Create Transfer Penalties For Veterans

Feb 26, 2015

The Department of Veterans Affairs (VA) is proposing regulations that would establish an asset limit...

Tougher Reverse Mortgage Rules To Take Effect

Jan 30, 2015

Beginning March 2, 2015, borrowers will have to pass a financial assessment before they can take out...

Even Annual Exclusion Gifts Are Counted By Medicaid

Nov 16, 2014

Many people believe that if they give away an amount equal to the annual gift tax exclusion – curr...

Even Annual Exclusion Gifts Are Counted By Medicaid

Nov 16, 2014

Many people believe that if they give away an amount equal to the annual gift tax exclusion – curr...

How Parents Can Provide For A Caregiver Child

Aug 14, 2014

Taking care of a parent can be a full-time job. Children may have to give up paying jobs in order to...

Supreme Court Upholds Case Striking Down Pooled Trust Age Limit

Jan 18, 2013

The U.S. Supreme Court has refused to hear a case involving Pennsylvania’s pooled trust age limit....

Medicare Skilled Care Coverage Standard To Change

Dec 16, 2012

In a major change in Medicare policy, the Obama administration has provisionally agreed to end Medic...