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Changing Tax Laws Affecting Retirement and Estate Planning

Changing Tax Laws Affecting Retirement and Estate Planning

As part of the Inflation Reduction Act (IRA) and the SECURE 2.0 Act, tax provisions were recently incorporated. Lower-income household tax code changes will automatically take effect. Households of higher income and net worth may want to review their retirement…

Medicaid: An Overview

Medicaid: An Overview

Millions of Americans receive comprehensive health coverage and financial protection through Medicaid, a federal and state public health insurance program. The program helps low-income families, individuals, and people with disabilities receive adequate health care and provides nursing home or community…

An Annuity That is Compliant with Medicaid

An Annuity That is Compliant with Medicaid

Generally, annuities pay the same amount of money every year throughout the life of the owner. Most annuities are deferred, meaning the payout doesn’t occur until a later date. However, you can receive immediate payouts if you purchase a Medicaid-Compliant…

Medicaid Gift Penalties

Medicaid Gift Penalties

The aging population is growing in the US and worldwide. People are living longer than previous generations, which means many of us will require long-term care. It’s estimated that seven out of ten Americans will need long-term care during their…

Helping Retirees Offset Inflation

Helping Retirees Offset Inflation

Without significant course corrections, the forty-year inflationary high Americans have been experiencing will last well into 2023 and beyond. Bankrate’s Third-Quarter Economic Indicator poll projects inflation will be more significant than previous expectations over the coming twelve to eighteen months. Even…

Identifying and Preventing Age Discrimination

Identifying and Preventing Age Discrimination

It has been decades since age discrimination was eliminated in the workplace, but the problem persists. Age discrimination occurs when an employee or prospective employee is treated less favorably because of their age. It can be directed at older employees…

Attorney’s in Elder Law

Attorney’s in Elder Law

In addition to the growth of the senior population, the financial, health, and legal needs of this demographic are also increasing rapidly. Because of this, it’s more important than ever to understand the value that elder law attorneys provide to…

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