The New Tax Law Means It's Time Review Your Estate Plan
While the new tax law doubles the federal estate tax exemption, meaning the vast majority of estates will not have to pay any [...]
Say a Little Prayer: Aretha Franklin Had No Will, and a Child With Special Needs
According to court documents, legendary singer Aretha Franklin did not have a will when she died, meaning there are no specific [...]
Aretha Franklin’s Lack of a Will Could Cause Huge Problems
According to court documents, legendary singer Aretha Franklin did not have a will when she died, opening up her estate to public [...]
Deadline for Electronic Check-in for Home Care Workers Pushed Back
Congress has passed and President Trump has signed a law delaying by one year the requirement that providers of home health care services clock in electronically with Medicaid prior to [...]
Senate Bill Would Set Up Federal Office of Disability Policy
A new Senate bill would create an Office of Disability Policy to analyze the impact of proposed federal legislation, regulations and guidance documents on individuals with disabilities.
Estate Planning for the College Student
When my youngest daughter went away to college, I worried, “Is she getting enough sleep? Is she attending class regularly? Is she remembering to be aware of her surroundings when she goes out at [...]
Fear of Losing Home to Medicaid Contributed to Elder Abuse Case
A family's fear of losing their home to Medicaid may have contributed to a severe case of elder abuse. If they had [...]
Can a Special Needs Trust Pay for Housing Without Reducing SSI Benefits?
Trustees of special needs trusts generally have wide discretion in determining whether to distribute funds to trust beneficiaries. But if the person with disabilities receives Supplemental [...]
Don't Wait Too Long to Purchase Long-Term Care Insurance
The older you get, the harder it is to qualify for long-term care insurance. If you are interested in buying this insurance, it is [...]
Promissory Notes and Medicaid
A promissory note is normally given in return for a loan. Classifying transfers as loans rather than gifts can be useful because it sometimes allows parents to "lend" assets to their children [...]