5 Ways Your Will Can Become Useless, Or Close to It
Is having an out-of-date will better than having no will at all? While wills do not have expiration dates, certain changes can render them useless.
Transferring Assets to Qualify for Medicaid
Transferring assets to qualify for Medicaid can make you ineligible for benefits for a period of time. Before making any transfers, you need to be aware of the consequences.
When Buying a Medigap Policy, It Really Pays to Shop Around
Medigap policies that supplement Medicare’s basic coverage can cost vastly different amounts, depending on the company selling the policy, according to a new study. The findings highlight the importance of shopping around before purchasing a policy.
Introducing: QuickPlan for Expedited Estate Planning
QuickPlan is here. We are offering expedited estate planning services for a limited number of clients each month. Our QuickPlan service will move you through the estate planning process quickly so you can remove “will” or “trust” from your to-do list. This service is primarily intended for health care providers, first responders (police/fire) and others workers…
Partners Selected for RI Monthly Excellence in Law
Our partners, Kristen Moonan and Amy Stratton, are honored to be recognized by Rhode Island Monthly’s Excellence in the Law listing for the second year in a row! They were each noted for excellence in the category of “Wills, Trusts and Estates.” Rhode Island’s top attorneys are chosen to receive the Rhode Island Monthly honor…
How to Avoid Problems as a Trustee
Being a trustee is a big responsibility and if you don’t perform your duties properly, you could be personally liable. That’s why it’s important to hire the right people to guide you in this important role.
Prenuptial Agreements Can Be an Estate Planning Tool
As more and more people marry more than once, prenuptial agreements have become an important estate planning tool. Without a prenuptial agreement, your new spouse may be able to invalidate your existing estate plan.
Pandemic Relief: Retirement Account Owners Do Not Have to Take Required Distributions in 2020
Retirement account owners, many of whose retirement balances have been pummeled by a stock market drop due to the coronavirus pandemic, do not have to take mandatory withdrawals this year.
Seniors Affected by the Coronavirus Pandemic Have More Time to Apply for Medicare or Change Plans
The closure of Social Security offices has affected unemployed seniors who need to apply for Medicare after losing their employer health coverage. These seniors now have more time to enroll in Medicare or change plans.
States May Not Terminate Medicaid Benefits During the Coronavirus Pandemic
Access to affordable medical care is especially important during a health crisis. New federal law prevents states that have accepted increased Medicaid funding from terminating Medicaid benefits during the coronavirus health emergency.