Securely Storing Your Legal Documents
Among your key estate planning documents are your will, living wills, powers of attorney, and medical directives. Securing these somewhere your survivors can easily access them is crucial. Consider storing…
Be Aware of the Dangers of Joint Accounts
Joint bank accounts serve as a useful estate planning tool for passing money to loved ones outside of probate and planning for disability. But while they can achieve these goals,…
New “Reminders” Issued About Continuing Medicare Coverage for Therapies
Many people receiving physical or occupational therapy after a stroke, injury or chronic illness have been told that Medicare would no longer pay for such therapies if the patient “plateaus”…
Pick the “Right” Disease for Health Care Coverage
A recent exchange on some Certified Elder Law Attorneys pertained to the Stop Unfair Medicaid Recoveries Act introduced March 6 in the U.S. House of Representatives. This law seeks to…
Social Security Administration to Change How Overpayments Are Recovered
The Commissioner of the Social Security Administration (SSA) is shutting down the SSA’s practice of withholding entire checks in order to collect overpayment debt. Beginning Monday, March 25, the SSA…
A Useless Power of Attorney: Avoid Free Legal Documents
A power of attorney designates a trusted individual to make decisions or conduct transactions on your behalf. They could be related to personal finances, business operations, or medical needs and…
40% of People Say They Don’t Have Enough to Make a Will
Four in 10 people believe they do not have enough assets to make a will, according to Caring.com’s 2024 Wills and Estate Planning Study, which surveyed more than 2,400 individuals. …
Retirees: Deduct Your Long-Term Care Insurance Premium
Even if you have a long-term care insurance policy, you may likely be hoping that you won't ever have reason to use it. Regardless of what the future holds, there's…
Most US Workers Say They Will File for Social Security Early
To secure the maximum amount in monthly Social Security retirement benefits, Americans must wait until full retirement age to start receiving their payouts. Results from a 2023 survey show that…
Baby Boomers: Inheritance Conversations with Your Children
Not talking to your adult children about their inheritance comes at a cost. Do what you can to manage expectations for adult children as they forge their financial plans. Knowing…
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