» Veterans Benefits

Changes to VA Improved Pension Rules

The U.S. Department of Veterans Affairs (VA) has put in place changes to their rules around eligibility for non-service connected veterans benefits. These rules, which took effect on October 18, 2018, affect issues such as net worth limit, divestmen… Read More
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Categories: Veterans Benefits

Social Security Administration Website – New Helpful Features

What do you think of when you think of dealing with the Social Security Administration? If the image that pops into your head is a pick-a-number dispenser and a crowded waiting room with cobwebs stretching between the dispirited “clients” as they… Read More
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Proposed Changes to the VA Pension Eligibility Rules

Earlier in 2015, the Department of Veteran Affairs issued proposed changes to the regulations affecting VA Pension eligibility, a needs-based program. The proposed regulatory changes come after Congress failed to pass two bills to make similar change… Read More
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Categories: Veterans Benefits

Joint Ownership of Assets Owner Beware!

Joint ownership arises where two or more people own an undivided interest in an asset or property. When one of the owners dies, the entire ownership passes automatically to the surviving joint owner without going through probate. Because the use of j… Read More
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Proposed Regulations Would Create Transfer Penalties for Veterans

The Department of Veterans Affairs (VA) is proposing regulations that would establish an asset limit, a look-back period and asset transfer penalties for claimants applying for VA needs-based benefits.  Currently, there is no prohibition on transfer… Read More
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Annual Nursing Home Cost Close To $80,000/Year

Price rollbacks throughout the U.S. economy during the past year did not apply to long-term care service providers, according to the 2009 MetLife Market Survey of Nursing Home, Assisted Living, Adult Day Services, and Home Care Costs. Private room nu… Read More
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BOOK REVIEW - Can We Talk?

Although talking to your parents about money can be difficult, not discussing finances now could mean more problems and conflicts later. Can We Talk? is a practical guide to working with your parents to make financial plans and preserve legacies whil… Read More
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The Importance of a Durable Power of Attorney

A “Durable” Power of Attorney (”DPOA”) should be a part of every estate plan, regardless of whether you are using a will, a living trust, or do nothing at all.  A DPOA is a legal document in which you appoint someone, called an “agent” o… Read More
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Choosing a Home Help Care Provider

There is perhaps no more important task than hiring someone to assist with the personal care of family member.  Given the recent proliferation of individuals and agencies holding themselves out as “home care givers” it is especially important to… Read More
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Without a Durable Power of Attorney, Your Estate Plan is Incomplete

A “Durable” Power of Attorney (”DPOA”) should be a part of every estate plan, regardless of whether you are using a will, a living trust, or do nothing at all.  A DPOA is a legal document in which you appoint someone, called an “agent” o… Read More
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