Medicaid Applicants: Protecting Your Healthy Spouse in 2025
Each year, the feds issue updated guidelines outlining how much of a couple’s assets a healthy spouse can keep while their Medicaid spouse gets the long-term care support they need.
Entering and Leaving Medicare Advantage Plans
You generally must be enrolled in Medicare Parts A and Part B before you can enroll in a Medicare Advantage plan. To join a Medicare Advantage plan, contact the plan and ask if it is accepting new member enrollments or if it has a waiting list.
The Great Wealth Transfer: Managing Your Inheritance Wisely
Inherited wealth can provide opportunities that weren’t previously available, such as early retirement, investment opportunities, or funding for personal passions. It can also come with complexities that require careful planning and decision-making.
Medicare Part A and B Costs to Rise Again in 2025
The Centers for Medicare & Medicaid Services (CMS) has issued the 2025 figures for Medicare. As in 2024, these health care costs are going up across the board.
Can Money Buy Happiness? Actually, It Depends
Does having more money lead to greater happiness? The effect income has on happiness can vary greatly depending on factors such as how much money one already has, cultural attitudes, and individual priorities.
Honored to be Recognized by Best Law Firms in Three Areas
We are noted in the practice areas of Closely Held Companies and Family Business Law, Business Organizations, and Corporate Law
I Don’t Need SSI or Medicaid. Why Get a Special Needs Trust?
There are many benefits to having a special needs trust that go far beyond the ability to maintain eligibility for SSI or Medicaid.
Your Social Security Benefits for 2025: COLA Update
The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025.
Estate Planning Checklist: 5 Initial Steps You Can Take
Here are some steps you can take to get started with the estate planning process, even before you meet with an attorney to work on any legal documents.
IRS Announces 2025 Gift and Estate Tax Exemptions
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025.