Long Term Care Planning

Five Alternatives To Nursing Homes

Sep 28, 2021

For many people, the idea of ending up in a nursing home is not a positive one. Some may be worried ...

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...

Mental Health Issues For Seniors

Feb 24, 2021

Not so long ago, people who found themselves struggling with mental health issues kept it to themsel...

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...