New Brokerage Account Safeguards Aim to Protect Seniors From Financial Scams
New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices.
Seniors Often Must Fight for Medicare Home Health Benefits
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.
Tailoring a Will and Power of Attorney for Multiple States
If you own property in more than one state, you need to do some planning if you want to keep your heirs from having to go through probate in each of the states.
Brookdale East Bay Senior Resource Fair
Amy Stratton was invited to participate in Brookdale East Bay’s Senior Resource Fair on Saturday, April 28, 2018. She met with residents of Brookdale East Bay, their families and the community. Amy emphasized the importance of having an updated plan, particularly an updated health care proxy and durable financial power of attorney. It was a…
MSW Women Featured in Providence Monthly
Moonan, Stratton & Waldman partners Kristen Moonan and Amy Stratton were recently featured in Providence Monthly as “Leading Ladies.” See the article below. “We guide our clients through the maze of life, business and beyond, and we do it with compassion and respect,” say Kristen Moonan and Amy Stratton, partners at Moonan, Stratton & Waldman,…
Are Medicare Advantage Plans Steering Enrollees to Lower-Quality Nursing Homes?
A new study has found that people enrolled in a Medicare Advantage plan were more likely to enter a lower-quality nursing home than were people in traditional Medicare.
How to Appeal a Medicare Prescription Drug Denial
If your Medicare drug plan denies coverage for a drug you need, you don't have to simply accept it. There are several steps you can take to fight the decision.
Long-Term Care Insurance Policyholder Wins Suit Against Company for Hiking Premiums
A long-term care policyholder has successfully sued her insurance company for breach of contract after the company raised her premiums.
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.