Choosing Retirement Account Beneficiaries Requires Some Thought
The choice of beneficiary for IRA, SEP, 401(k) or other retirement plans can have significant tax implications.
Be on the Lookout for New Medicare Cards (and New Card-Related Scams)
The federal government is issuing new Medicare cards to all Medicare beneficiaries. To prevent fraud and fight identity theft, the new cards will no longer have Social Security numbers on them.
Proving That a Transfer Was Not Made in Order to Qualify for Medicaid
Medicaid law imposes a penalty period if you transferred assets within five years of applying, but what if the transfers had nothing to do with Medicaid? How do you prove you made the transfers for a purpose other than to qualify for Medicaid?
New Federal Law Puts Focus on Preventing Elder Abuse
A new federal law is designed to address the growing problem of elder abuse. The law supports efforts to better understand, prevent, and combat both financial and physical elder abuse.
Long-Term Care Insurer Cannot Be Sued for Elder Financial Abuse
Long-term care insurance policyholders were dealt a blow by the Oregon Supreme Court when it ruled that the state's elder financial abuse statute does not apply to their case.
Report Finds Lack of Government Oversight of Assisted Living Facilities
The government is spending billions to fund assisted living services through Medicaid, but government oversight and regulation of assisted living facilities is lacking, according to a new government report.
A Guidebook to Planning for Old Age
Are you ready for old age? An essential and empowering book addresses the important issues and directs readers to a myriad of resources to help them plan for the realities of aging.
Estate Planning and Retirement Considerations for Late-in-Life Parents
Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. But later-in-life parents have some special estate planning and retirement considerations.
Home Health Care Patients With Chronic Conditions Are Having Trouble Getting Medicare
Medicare is supposed to provide up to 35 hours a week of home care to those who qualify, but many Medicare patients with chronic conditions are being wrongly denied such care.
Costs of Some New Long-Term Care Insurance Policies Going Down in 2018
While long-term care insurance costs are up in general, some policies are going down in price, according to the 2018 Long Term Care Insurance Price Index, an annual report from the American Association for Long-Term Care Insurance.