Claiming Social Security Benefits at Age 70
If you are about to turn 70, congratulations on reaching a big milestone. And if you also have...
The Tax Consequences of Selling a House After the Death of a Spouse
If your spouse dies, you may have to decide whether or when to sell your house. There are some tax...
Medicaid’s “Snapshot” Date and Its Crucial Impact on a Couple’s Financial Picture
When a married couple applies for Medicaid, the Medicaid agency must analyze the couple’s income...
Why Small Business Owners Need an Estate Plan
Running a small business can keep you busy, but it should not keep you from creating an estate...
Medicare’s Limited Nursing Home Coverage
Many people believe that Medicare covers nursing home stays. In fact, Medicare's coverage of...
How Much Should a Trustee Be Compensated?
Serving as a trustee of a trust can be a huge responsibility, so trustees are entitled to...
Why You May Need a Trust in Addition to a Power of Attorney
While everyone should have a durable power of attorney that appoints someone to act for them if...
When Can Someone Be Declared Legally Incompetent?
If a loved one is experiencing memory loss or suddenly making poor decisions, you may be in a...
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...