Capital Gains Tax Increases and Gifting to Lessen the Bite

In the early fall, taxes are probably the last thing you want to think about. But this is one year in which it may pay for you to get both your income tax planning and estate planning done early.There are a couple of … [Read more...]

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Ask the Expert: Do You Lose Medicare or Medicaid Coverage if you Leave a Nursing Home for a Family Event?

Q. At the age of 60, my younger sister Anna is getting remarried. She is hoping that our 82-year old mother, Shannon, can attend and even sent her a plane ticket to Texas for the wedding. Our mother is on Medicaid, and is in a … [Read more...]

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Ask the Expert: Will a Life Insurance Policy Affect my Mother’s Medicaid Eligibility?

Medicaid Q. My mother never thought about life insurance until later in life.  Ever since her friend Theresa died without it, she has been insistent about getting a policy for herself.  She is weighing her options and hasn’t … [Read more...]

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Part 2: Celebrities with Alzheimer’s Disease- Pat Summitt

Elder Law According the National Institute on Aging, there are estimated to be between 2.4 million and 4.5 million Americans who have Alzheimer's. One third of all seniors in America die with Alzheimer's or some other dementia, … [Read more...]

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Part 1: Celebrities with Alzheimer’s Disease- Ronald Reagan

Alzheimer's disease is a progressive neurologic disorder of the brain leading to the irreversible loss of intellectual abilities, including memory and reasoning.  Alzheimer's disease is the most common form of … [Read more...]

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Ask the Expert: My Brother Received a Deed Processing Notice in the Mail- Is it Real or a Scam?

Q.  My 65-year old brother, Sam, recently transferred his residence to a Living Trust PlusTM.  Last week, he received a "Deed Processing Notice" in the mail that looks a lot like a bill from the U.S. government.  There was a date … [Read more...]

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Part 3: Celebrity Series – Guardianship and Conservatorship (Lindsay Lohan)

Guardianship and Conservatorship court proceedings are typically used for those who have a mental illness caused by age, injury, or disability. The law does not make it easy for people to obtain guardianship or conservatorship, … [Read more...]

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Ask the Expert – What do I Need to Know about Medicare’s Open Enrollment Period and the Affordable Care Act?

I read that the Medicare Open Enrollment Period is October 15- December 7, 2013. I am new to this and want to make sure I don’t miss anything. What do I need to know? Please see all my questions below in blue. Thanks!Q. What … [Read more...]

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Medicaid is NOT just for Poor People

Q. I was taking my daily exercise walk the other day when I ran into a neighbor who said that his wife with dementia recently qualified for Medicaid and will be entering a nursing home next month. I live in a somewhat affluent … [Read more...]

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Five Myths about Long Term Care Planning

Nearly 70% of Americans age 65 and better will need some kind of help with activities of daily living as they age. The need for such help can stem from a debilitating disease, such as Alzheimer’s or Parkinson’s, or the decline of … [Read more...]

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