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  • About
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Stock Broker Rules Protect Older Investors

Many clients have savings invested with securities brokers/dealers.  These companies and advisers are regulated by the Financial Industry Regulatory Authority (FINRA).  FINRA is not part of the government, but is…

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Upcoming Events and Presentations

Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…

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Spousal Protections for Medicaid Waivers Set to Expire

Persons with Disabilities and Seniors Want to Remain at Home with Their Families Developing a disability can happen to anyone and at any age. At present, Medicaid is the primary…

Continue ReadingSpousal Protections for Medicaid Waivers Set to Expire

Holiday Blues – Depression in the Elderly

The holiday season is quickly coming upon us.  If you are a caregiver for an elderly loved one, you may notice a change in your loved one's mood as the…

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2019 Social Security and Public Benefit Figures

In most years, the money amounts pertaining to eligibility for, and benefits from, various governmental benefit programs change.  Listed below are the 2019 figures for some Social Security, Medicare and…

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Paying a Family Caregiver and Medicaid for Nursing Home

Many of our clients have been caregivers for parents or grandparents and have asked whether they can be paid for such caregiving services if the dependent loved one later seeks…

Continue ReadingPaying a Family Caregiver and Medicaid for Nursing Home

Nursing Homes Pushing Patients into Rehab at End-of-Life

University of Rochester Medical Center A new study reveals a growing trend of potentially unnecessary - and harmful - high intensity rehabilitation services for residents of nursing homes. The study…

Continue ReadingNursing Homes Pushing Patients into Rehab at End-of-Life

IRS Announces Higher 2019 Retirement Plan Contribution Limits

The IRS will allow workers to contribute more to their IRA, 401(k) and similar accounts in 2019.  The amount you can contribute to an Individual Retirement Account is being bumped…

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1 in 10 Senior Households Relies on Food Stamps

As we approach the holidays, many of us anticipate an abundance of food on decorated tables.  Many of us will not be able to enjoy such feasts.  Many older Americans…

Continue Reading1 in 10 Senior Households Relies on Food Stamps

Congress Weighs Reauthorizing Program That Moves People Out of Institutions

Following an initial vote in Congress, advocates are hopeful that a federal program aimed at helping people with disabilities move from institutions to community living will be renewed. A U.S.…

Continue ReadingCongress Weighs Reauthorizing Program That Moves People Out of Institutions
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