Elder Transitions Planning™

Navigating the Legal Aspects of Transitioning to Assisted Living

May 15, 2024

Recognizing a Need for Assisted Living While the decision to transition into assisted living ca...

Long-distance Caregiving: Caring For An Elderly Parent When You Live Out Of State

Feb 14, 2023

Maybe you moved away from your hometown for a job. Maybe your parents moved to a warmer climate afte...

Claiming A Parent As A Dependent

Apr 12, 2021

It’s safe to say that 2020 was a different year for most of us in just about every respect. Some o...

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...

7 Things To Review During The Medicare Open Enrollment Period

Nov 16, 2014

Medicare beneficiaries will get an opportunity to make changes to their Medicare Part D coverage bet...

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...

Property Tax Exemption Extended To Nursing Home Residents

Dec 16, 2012

Generally, the Michigan principal residence exemption provides that a taxpayer’s principal residen...

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...

Boomers Hunt For Smaller Houses

Dec 16, 2012

When it comes to housing, baby boomers differ from other home hunters in that they have more equity ...

Social Security Benefits To Edge Up Only 1.7 Percent

Nov 06, 2012

The nation’s elderly and disabled Social Security recipients will receive a 1.7 percent increase i...