Question: Do you know someone who MIGHT have to consider a nursing home placement within the next 5 years? Next Question: Is that fortunate person able to swing the $9,500 monthly bill? If you … [Read more...]
Late Second Marriage?
A NOTE TO READERS: The following article is a drastically rewritten and updated version of an article prepared by Bob Mason six years ago. This article is to be published soon in the Winter 2018 … [Read more...]
Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?
This is the most advanced topic I have written for my public readers. But it can be an important topic, so hang in there. According to conventional wisdom you should always name your spouse as … [Read more...]
Kill Your IRA. Get Away With Murder.
For many people, this may be a great time to kill a traditional IRA. Dismantle it. Take it down. Cash it in. Or at least start that process and save thousands of tax dollars doing it. Especially as we … [Read more...]
Tackling the North Carolina Medicaid Application Monster
Once a fairly routine procedure, applying for nursing home Medicaid has gotten much more difficult. Perhaps rising budget concerns and controlling Medicaid is the reason. The North Carolina Medicaid … [Read more...]
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