One of the most commonly asked questions we hear from our estate planning clients is “How often should I update my estate plan?” As a general rule, our recommendation is that – no matter your age or your health – you should review your plan every two to three years, and more frequently if you…
While Barbara Bush’s family recently made public her decision to pursue “comfort care” at the end of her life, it is estimated that nearly two out of three Americans do not have a health care directive in place. According to an April 2018 Forbes article, “This is no surprise to those who knew Mrs. Bush…
Medicare is extending its offer of relief from penalties for certain Medicare beneficiaries who failed to sign up for Medicare Part B because they had coverage through the individual insurance marketplace.
There are two main types of employee retirement savings plans: the traditional 401(k) and the Roth 401(k). Distributions from a Roth 401(k) are usually tax-free, but there is a little-known situation where distributions can be taxed.
Although a nursing home cannot require a child to be personally liable for their parent's nursing home bill, there are circumstances in which children can end up having to pay.
A U.S. court has struck down a rule intended to prevent financial advisers from steering their clients to bad retirement investments, but there is a new proposal to address the same problem.
Arizona and Florida are the latest states to request a waiver from the requirement that states provide three months of retroactive Medicaid coverage to eligible Medicaid recipients.
Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are available to help.
New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices.
Medicare is mandated to cover your home health benefits with no limit on the time you are covered. Unfortunately, few Medicare beneficiaries get the full level of service to which they are entitled.