Updated April 14, 2017 Recent Question: Bob, is it OK for the trustee of a special needs trust to purchase a $2,000 pure bred spaniel for the trust beneficiary, Edwina? Recent Answer: Only if … [Read more...]
COLA Season! Social Security, Medicare, VA, SSI, Medicaid Adjusted
Social Security recently announced a cost of living adjustment (COLA), the first since 2009. The 3.6% adjustment is important to more than seniors looking forward to the monthly benefit check because … [Read more...]
CASH-IN A BIG IRA AND PAY BIG MEDICARE PREMIUMS
What does cashing in an IRA, or perhaps converting to a Roth IRA, have to do with Medicare premiums? Maybe a lot . . . a lot of your money. Occasionally a person going into a nursing home may … [Read more...]
WILL WAIVERS AND BLOCK GRANTS SQUEEZE NURSING HOME MEDICAID?
Medicaid is heading for a squeeze. No doubt. One of my jobs is to try to keep up on how that Medicaid squeeze may come about. My guess is it will come in the form of something called a “waiver.” Learn … [Read more...]
