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Moonan | Stratton
A Boutique Law Firm Located on the East Side of Providence
Moonan | StrattonMoonan | Stratton
  • About
  • Professionals
    • Kristen Prull Moonan
    • Amy E. Stratton
    • Sherry Hassel
    • Kimberly Aguiar
    • Alexia King
  • Practice Areas
    • Business Law and Succession Planning
    • Estate Planning
    • Probate and Estate/Trust Administration
    • Elder Law and Medicaid Planning
    • Special Needs Planning
    • Commercial and Residential Real Estate
  • Careers
  • Testimonials
  • News/Blog
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  • Contact
Search:
  • About
  • Professionals
    • Kristen Prull Moonan
    • Amy E. Stratton
    • Sherry Hassel
    • Kimberly Aguiar
    • Alexia King
  • Practice Areas
    • Business Law and Succession Planning
    • Estate Planning
    • Probate and Estate/Trust Administration
    • Elder Law and Medicaid Planning
    • Special Needs Planning
    • Commercial and Residential Real Estate
  • Careers
  • Testimonials
  • News/Blog
  • Community
  • Contact

Category Archives: News

Charitable Remainder Trusts: Income for Life and a Good Deed at Death

NewsBy Moonan | StrattonNovember 11, 2019

Many people like the idea of leaving bequests to favorite charities in their wills. But instead of leaving money to a charity in your will, you can put that money into a charitable remainder trust and collect income while you are still alive.

Most Are Taking Social Security at the Wrong Time

NewsBy Moonan | StrattonOctober 15, 2019

A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on an average of more than $100,000 per household in the process.

What to Look for When Buying an Annuity

NewsBy Moonan | StrattonOctober 15, 2019

An annuity can be a useful tool for long-term care planning, but annuities are also complex financial products that are hard to understand. If purchasing an annuity, you need to consider your options carefully. 

Avoid Disagreements Between Your Power of Attorney Holder and Health Care Proxy

NewsBy Moonan | StrattonOctober 15, 2019

A durable power of attorney and a health care proxy are two very important estate planning documents. Because the individuals chosen will have to coordinate your care, it is important to pick two people who will get along.

Estate Planning When You Have a Stepfamily

NewsBy Moonan | StrattonOctober 15, 2019

Ideally, when a second marriage joins two families together, it should be a joyous occasion that creates one bigger family unit. Unfortunately, it too often also creates inheritance fights between stepparents and children.

What Is Asset Protection Planning?

NewsBy Moonan | StrattonOctober 15, 2019

Asset protection planning is about protecting your assets from creditors — and it is not just for the super-wealthy.

How to Use a Trust in Medicaid Planning

NewsBy Moonan | StrattonOctober 15, 2019

With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting the Medicaid asset limit.

Tips for Preventing, Detecting, and Reporting Financial Abuse of the Elderly

NewsBy Moonan | StrattonOctober 15, 2019

Reports of elder financial abuse continue to increase, and the elderly are particularly vulnerable to scams or to financial abuse by family members in need of money.

Medicaid’s Asset Transfer Rules

NewsBy Moonan | StrattonSeptember 12, 2019

In order to be eligible for Medicaid, you cannot have transferred assets recently. Congress does not want you to move into a nursing home on Monday, give all your money to your children (or whomever) on Tuesday, and qualify for Medicaid on Wednesday.

New Rule May Make It Harder for Medicare Beneficiaries to Receive Home Care

NewsBy Moonan | StrattonSeptember 12, 2019

It may become harder for Medicare beneficiaries to find home health care due to a new rule. Although the rule changes the way home health care providers are reimbursed, it could affect patient care as well. 

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