Monthly archives:June 2017
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7 years ago
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As baby boomers continue to work past retirement age, age discrimination lawsuits are becoming more common. Two out of three workers between ages 45 and 74 say they have seen or experienced age discrimination, according to AARP. However, experiencing it and proving it are two different things.
... [read more]
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7 years ago
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Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing and shelter. But even more valuable than the SSI benefit itself is that, in most states, a beneficiary who receives even $1 from the program also qualifies for Med... [read more]
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7 years ago
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Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid. These types of annuities allow the nursing home resident to spend down assets and give the spouse a guaranteed income. But immediate annuities may not work in every state, so be sure t... [read more]
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7 years ago
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It is common for a parent to want to be named as trustee of a special needs trust benefitting her child, especially when the parent is the one creating or funding the trust. There are many reasons why this makes sense. It positions the parent to have complete control over trust distributions. It is ... [read more]
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7 years ago
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After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor (DOL) announced that the rule will go into effect on June 9, 2017, but its future is still unclear.
Earlier this year, President Trump sign... [read more]
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7 years ago
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We’re proud to announce that Marie Skipper, Elder Care Coordinator, has earned the Certificate in Elder Care Coordination training presented by the Stockton Center on Successful Aging in conjunction with the Life Care Planning Law Firms Association.
This program of study included training about t... [read more]
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