October 7, 2020 •
Estate Planning The availability of long-term care insurance policies is continuing to decline, even as the need for such care is growing, an interagency task force led by the Treasury Department has said.
Read MoreJuly 21, 2020 •
Estate Planning Both the state and federal government, administered through the Social Security Administration (SSA) and Medicaid provide disabled individuals with a variety of life enhancing, and sometimes life sustaining, public benefits.
Read MoreJuly 20, 2020 •
Estate Planning Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth and sign. The document is filed away to be used if needed, but you really never expect it to be used.
Read MoreMay 20, 2020 •
Estate Planning Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.
Read MoreMay 13, 2020 •
Estate Planning The value of long-term care insurance (LTCI) is an ongoing conundrum. There's no doubt we're living longer. According to LongTermCare.gov, a site provided by the U.S. Department of Health and Human Services, at least 70 percent of people 65 and older will need long-term care services and support at some time in their lives.
Read MoreApril 27, 2020 •
Estate Planning Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
Read MoreMarch 25, 2020 •
Estate Planning Raising a child with special needs means extra health, safety and planning challenges that can be more stressful and expensive.
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