Medicare's Open Enrollment Period, during which you can freely enroll in or switch plans, runs from October 15 to December 7. Now is the time to start shopping around to see whether your current choices are still the best ones for you.During this period you may enroll in a Medicare Part D (prescription drug) [...]
Some Nursing Homes and Assisted Living Facilities Are Snatching Residents’ Pandemic Relief Checks, FTC Warns
The Federal Trade Commission (FTC) is warning residents of long-term care facilities and their families that some facilities may unlawfully require residents who are on Medicaid to sign over their $1,200 pandemic relief checks.
Talking about estate planning is a difficult, emotional topic but it’s essential for every family. These eight tips can help you discuss the hard topics thoroughly and respectfully and prepare you for the road ahead.
There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money could affect a grandchild's eligibility for financial aid.
We know there is a growing concern within our local and worldwide communities due to COVID-19 and are committed to taking the necessary measures to remain open to help you and your families during these difficult times. We want our clients and families to know that we are staying informed about this issue and how to [...]
To the average person, legal terms sound foreign. Intimidating. We get that. Don’t let legal jargon stop you from establishing a revocable trust. The benefits are too great to ignore. Steve, one of our younger clients, found out the hard way. His father passed unexpectedly, several years before retirement. With no trust in place, the [...]
We have some of the best clients you could imagine. We admit to our bias, but it’s well deserved. We specialize in estate planning that’s designed to protect assets. Clients sometimes ask us about ways to give money to the people and the causes they care about. One couple related their satisfaction in doing something [...]
Thanksgiving and “The Talk” Thanksgiving isn’t just a great time to visit with family. It’s also a prime opportunity to have important conversations with aging parents. When it comes to planning for the inevitable, the prospect tends to be frightening. End-of-life conversations. Sounds ominous. It conjures images of final moments on a deathbed. At first [...]
Testamentary Capacity Matters, No Matter Your Age Testamentary capacity sounds like one of those boring legal terms most people want to ignore. In our profession, this issue presents itself with increasing frequency. No matter your age, it matters to you and your economic well-being. The problem doesn’t just relate to a person’s will being contested. [...]
It is now time for Money Matters Monday. So many of us know someone who suffers from Alzheimers. Preparing their estate can be tricky. Here to help is Brian Quinn from Quinn Estate and also Elder Law and Circle of Advisors. Laura: I am really excited about this topic. Not because it is [...]