IRS Raising Annual Gift Tax and Estate Tax Exclusions in 2023
Although inflation is generally nothing to be pleased about, the IRS recently announced...
Is a Medicaid Planner Right for You?
Medicaid Planner is a term that encompasses many different types of professionals who may be able...
Social Security Recipients to Get Another Increase in 2023
The Social Security Administration has announced that its beneficiaries will see a significant...
What Not to Include in Your Will
If you are considering preparing a will, this is a great first step in planning for the future....
Using Estate Planning to Prepare for Medicaid
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous...
Majority of Adult Children Cannot Support Boomer Parents, Surveys Find
A recent survey by the American Advisors Group (AAG) finds that 55 percent of adult children say...
You Can ‘Cure’ a Medicaid Penalty Period by Returning a Gift
Anyone who gifted assets within five years of applying for Medicaid may be subject to a penalty...
You Can Just Say No: Declining to Act as an Agent Under a Power of Attorney
Acting as an agent under a power of attorney is a big responsibility and it isn’t something...
Should You Prepare a Medicaid Application Yourself?
Navigating the Medicaid application process can be complicated, especially if you are applying for...