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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…

How to Prepare Your Family for Unexpected Events

How to Prepare Your Family for Unexpected Events

In case of unforeseen circumstances, such as an accident, incapacitation, or death, planning for the unexpected ensures you are prepared. If the COVID-19 pandemic taught us anything, it’s that life is uncertain and that caring for you and those you…

The 2023 Secure 2.0 Act

The 2023 Secure 2.0 Act

First major change in retirement legislation since 2006 was the Setting Every Community Up for Retirement Enhancement Act (SECURE). The impact of the SECURE Act on some retirees, near-retirees, and their future beneficiaries may significantly affect you, and it’s imperative…

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…

Dementia Friendly Technology

Dementia-Friendly Technology

In the United States, dementia is increasing rapidly among seniors and near-seniors. A hallmark of cognitive decline is a long pre-clinical phase followed by an actual medical diagnosis that progresses from early to middle and late-stage dementia. Poor memory, agitation,…

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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