Category archives: Planning
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3 months ago
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Research shows that roughly one in seven adults aged 65 or older will need long-term care at some point in their later years. Meanwhile, tens of millions of Baby Boomers in the United States are growing older and living longer. It seems inevitable, then, that the future of long-term care will be und... [read more]
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4 months ago
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Amid recent reports from such prominent news outlets as The New York Times and Associated Press about the negative impact of Medicaid estate recovery on families, the idea of ending this practice altogether has resurfaced.
What Is Medicaid?
Medicaid is a public assistance program that seeks to pro... [read more]
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4 months ago
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It's starting to feel like summer, students are finishing their academic years, and graduation and vacation photos abound on social media. This is also a great time of year for an Estate Planning refresher and a review of your essential documents.
Estate Planning is, quite simply, the process thr... [read more]
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5 months ago
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If you have a trust prepared or revised by our office, then we have discussed with you previously the need to fund your trust. That usually is accomplished by actually titling assets, including one or more financial accounts, to the name of your trust, or using the name of your trust as the trust be... [read more]
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6 months ago
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Even if you have a long-term care insurance policy, you may likely be hoping that you won't ever have reason to use it. Regardless of what the future holds, there's one silver lining of which you may not be aware. That is, premiums on many long-term care insurance policies are in fact tax-deductible... [read more]
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6 months ago
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Since the 1960s, Medicaid has provided health care coverage for low-income people across the United States. For millions of seniors, Medicaid offers financial assistance, helping them to cover the cost of long-term care services. Today, this joint federal-state program also benefits other qualifying... [read more]
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7 months ago
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To secure the maximum amount in monthly Social Security retirement benefits, Americans must wait until full retirement age to start receiving their payouts. Results from a 2023 survey show that most of today’s workers know about this stipulation – and yet the vast majority say they’re willing to fil... [read more]
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8 months ago
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More than 65 million seniors across the country benefit from Medicare, a government health insurance program.
When Does Medicare Start?
At age 65, you become eligible for Medicare if you are a U.S. citizen. You do not have to wait until you retire to apply for the program.
You can enroll in... [read more]
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8 months ago
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February reminds us of the joy of love in our lives. One way that you can demonstrate your love for your family is to help relieve any unnecessary hardships on your loved ones by preparing for the future and the difficult realities of life that we all must face.
This year, as we celebrate Valenti... [read more]
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8 months ago
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According to the National Institutes of Health (NIH), hearing loss affects one-third of older adults. As difficulty hearing can lead to communication challenges and social withdrawal, it can also increase the risk of dementia. Dementia includes diseases affecting memory, thinking, and the ability to... [read more]
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9 months ago
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With a new year comes the possibility for opportunities. There’s something special and unique about the start of a new calendar year and the hope for the happy times it can offer us and our families and loved ones. New intentions, resolutions, and personal goals are on the forefront of our minds as ... [read more]
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9 months ago
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Most seniors want to stay at home as long as they can instead of moving into a nursing home. The little-known Program for All-Inclusive Care of the Elderly (PACE) provides care and services to some nursing home-eligible seniors and disabled individuals, enabling them to remain in their home far long... [read more]
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