The 2022 Retirement Confidence Survey from the Employee Benefit Retirement Institute has been released. A key finding was that Americans remain optimistic about living a comfortable retirement. The findings are…
The first question in any legal representation is "who is the client." Particularly in estate planning and elder law matters, it is imperative for the attorney to identify his client,…
Medicare Part B premiums won’t be reduced this year, the government has announced. After being directed by Health and Human Services Secretary Xavier Becerra in January to reassess this year’s…
We have counseled many clients who have asked about probate, what it is, and how to avoid it. We have told them that probate is not necessary in order for…
States cannot terminate current Medicaid beneficiaries during the COVID-19 Public Health Emergency, which was set to expire on July 16, 2022. However, DMAS has previously agreed that the states will…
In March 2022 the Kaiser Family Foundation released a report on medical debt in the US. Part of their findings: We find that 23 million people (nearly 1 in 10…
We have counseled a number of clients who planned to get married and wanted a premarital agreement drawn up. Such agreements can provide that assets and income of a spouse…
November 22, 2021 Michelle Fox@MFoxCNBC A majority of Americans have dipped into their retirement accounts before their golden years, a survey from Bankrate found. Fully 51% of those with the…
Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 5.9 percent in 2022, the Social Security Administration announced today. The 5.9 percent cost-of-living adjustment…
Potential Consequences for Saving, Work, and Retirement Plans Karen E. Smith, C. Eugene Steuerle, Damir Cosic October 2021 Program on Retirement Policy Executive Summary Each of the three pillars of…
