Many recent retirees are saying they want to work at least “a bit” in retirement. More than 2 million people retired during the first 18 months of the pandemic. They…

The Social Security Administration has added 12 new health conditions under its Compassionate Allowances program, meaning people with these conditions now have faster access to Social Security disability benefits. The…

In recent months there has been increase in complaints from Medicare Advantage (MA) enrollees who, despite requiring skilled nursing facility (nursing home) care, receive Notices of Medicare Non-Coverage (NOMNC) stating…

When confronted with imminent death, from cancer or other cause, a person may decide to give money or other assets to favored family members in order to get those assets…

A last will and testament is your written instructions about who will get your stuff when you die. While that sounds a bit trite, it is the truth. In order…

Trusts are great tools for leaving assets to your heirs while maintaining control over their access to those assets. In many cases, you would tell your beneficiaries that you have…

This is another extensive opinion with a lot to parse through. The basic facts are that, after the death of Wesley Gilbreath, his business interests were left to five of…

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…