Life Transitions Planning Archives - Estate Planning & Elder Law Services, P.C.

Tips to Protect Assets from Nursing Home Costs

May 18th, 2021

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As difficult as it may be to think about, there is a decent likelihood that you may someday need care in a long-term care facility, as about forty percent of Americans who live to age 65 do. If you have ever had a close relative in a nursing home, yo… Read More

Working From Home: Tips for Success

February 12th, 2021

Posted By

Christopher T. Lindsay

Little more than a year ago, many people would have said that the opportunity to work from home sounded like a dream. One year into the COVID-19 pandemic, and working from home is a reality for many people. And while it may have seemed like a great n… Read More

Categories: Life Transitions Planning

Financial Steps to Take if You're Moving Overseas

December 13th, 2018

Posted By

Christopher T. Lindsay

Americans move overseas for a variety of reasons. Some fall in love with another land while traveling and decide to relocate permanently. Some, on the verge of retirement, believe their savings will last longer and afford them a better standard of li… Read More

Categories: Finances, Life Transitions Planning

Tougher Reverse Mortgage Rules to Take Effect

January 30th, 2015

Posted By

Christopher T. Lindsay

Beginning March 2, 2015, borrowers will have to pass a financial assessment before they can take out a reverse mortgage. The new rules are meant to prevent loan defaults, but they will make it much more difficult to get a reverse mortgage. A reverse… Read More

When Should You Update Your Estate Plan?

August 14th, 2014

Posted By

Christopher T. Lindsay

Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. Marriage Whether it is your first or a later marriage, you will need to update your estate plan after you g… Read More

Social Security Announces New Online Services Available

January 18th, 2013

Posted By

Christopher T. Lindsay

Michael J. Astrue, Commissioner of Social Security, today announced the agency is expanding the services available with amy Social Security account, a personalized online account that people can use beginning in their working years and continuing thr… Read More

Property Tax Exemption Extended To Nursing Home Residents

December 16th, 2012

Posted By

Christopher T. Lindsay

Generally, the Michigan principal residence exemption provides that a taxpayer’s principal residence is not subject to the “tax levied by a local school district for school operating purposes.” MCL 211.7cc. This amounts to a partial exemption f… Read More

Medicare Skilled Care Coverage Standard To Change

December 16th, 2012

Posted By

Christopher T. Lindsay

In a major change in Medicare policy, the Obama administration has provisionally agreed to end Medicare’s longstanding practice of requiring that beneficiaries with chronic conditions and disabilities show a likelihood of improvement in order to re… Read More

Boomers Hunt for Smaller Houses

December 16th, 2012

Posted By

Christopher T. Lindsay

When it comes to housing, baby boomers differ from other home hunters in that they have more equity in their homes and many are preparing to move. If housing experts are right, boomers—the 77 million Americans ages 48 to 66—soon may be a sweet sp… Read More

Deadlines for Medicare Coverage Choices

November 6th, 2012

Posted By

Christopher T. Lindsay

Open enrollment started on October 15, 2012 for 2013 enrollment. You have until December 7 to pick a Medicare Advantage plan (a private plan that provides medical and prescription-drug coverage) or a Medicare Part D prescription-drug plan for the com… Read More

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» Life Transitions Planning

Tips to Protect Assets from Nursing Home Costs

Working From Home: Tips for Success

Financial Steps to Take if You're Moving Overseas

Tougher Reverse Mortgage Rules to Take Effect

When Should You Update Your Estate Plan?

Social Security Announces New Online Services Available

Property Tax Exemption Extended To Nursing Home Residents

Medicare Skilled Care Coverage Standard To Change

Boomers Hunt for Smaller Houses

Deadlines for Medicare Coverage Choices

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