Medicare Open Enrollment Extended (for some)
Enrolled in a Medicare Advantage Plan and want to change? You have more time: From the Center for Medicare Advocacy: "People who began...
Family Talks: How to Discuss Estate Planning Documents with Family
So you've finished your estate planning documents and it's time to put the envelope in the safe with your other valuable papers. What a...
The Do-It-Yourself Estate Planning Review
Trust us, we get it -- going to see the lawyer isn't everybody's idea of a good time, especially for a routine checkup. Just like when we...
Last Minute Holiday Gift Idea! Try a 529 Plan Recurring Gift
We've all been there: it's the day before Christmas and you haven't quite completed your gift list yet. You're tired of shopping, tired...
Avoiding "Accidental" Gifts for Medicaid Eligibility
Small monthly transactions that are normal to many people's banking procedures can result in big problems later.
New Tax Changes Benefit Special Needs Planning
The SECURE Act should increase certain special needs planning options.
Elder Law Overview 2019
Course Location and Time: September 13th @ Iroquois Boating & Fishing Club, 8:45AM to 11:30AM Course Overview: There are few areas of law...
Sweeping VA Pension Rule Changes Affecting Veterans and Spouses
The VA has enacted a set of rules that will make obtaining VA pension eligibility somewhat harder for families, but at least much...
If My Spouse Needs Medicaid, Will I "Lose" Half of My Assets?
In most cases, probably not. However, in some cases, a couple may end up spending more than half of their assets. By consulting with an...
How Does Estate Recovery Work?
The specter of Estate Recovery causes many couples to consider planning, but what is it and how does it work? Here's an overview: Every...
