Should I Worry about Medicaid Estate Recovery?
Should I Worry about Medicaid Estate Recovery? What is It? The Medicaid Estate Recovery Program (MERP) may be used to recoup costs paid toward long-term care. It’s designed to help make the program affordable for the government, but it can…
How Do I Use a Charitable Remainder Trust with a Large IRA?
How Do I Use a Charitable Remainder Trust with a Large IRA? Since the mid-1970s, saving in a tax-deferred employer-sponsored retirement plan has been a great way to save for retirement, while also deferring current income tax. Many workers put…
Don’t Wait Until Your Parents Become Incapacitated to Plan for Your Future!
Don't Wait Until Your Parents Become Incapacitated to Plan for Your Future! Don't Wait Until Your Parents Become Incapacitated to Plan for Your Future! Have you ever been concerned about an older relative who seems to be making bad decisions?…
Revising Your Estate Plan After Divorce
Revising Your Estate Plan After Divorce If you don't update your will, trust, and beneficiary designations, your ex could inherit. By Mary Randolph, J.D. If you're going through the emotional and financial turmoil of a divorce, estate planning may be the…
What is a Disability Panel and How Does it Work?
What is a Disability Panel and How Does it Work? What is a Disability Panel and How Does it Work? Aging can be both rewarding and challenging. With age we gain the wisdom we wish we would have had…
I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again!
I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! Think you make too much money to be eligible for Medicaid? Have…
Living Wills and Advance Directives for Medical Decisions
Living wills and advance directives for medical decisions Plan ahead and get the medical care you want at the end of life. By Mayo Clinic Staff Living wills and other advance directives are written, legal instructions regarding your preferences for…
Financial Planning for Loved Ones with Disabilities
Financial planning for loved ones with disabilities Your challenges are unique, so you need strategies that can help meet your needs. FIDELITY VIEWPOINTS – 03/23/2021 Key takeaways Planning for the future can be overwhelming, but creating a care plan is…
Seniors; Is is time to Downsize?
Seniors; Is is time to Downsize? Senior-Friendly Guide to Downsizing BY MYMOVE Updated February 22, 2021 Seniors; Is is time to Downsize? Most seniors know that there will come a day when they’ll have to downsize, either to simplify their…