Tying the Knot? Or Just Moving In? When a client tells me that he or she is considering a second marriage, for terribly unromantic reasons (I guess I’m the anti-cupid...darn lawyer!) I recommend … [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...]
COLA Season! Social Security, Medicare, VA, SSI, Medicaid Adjusted
Social Security recently announced a cost of living adjustment (COLA) for 2019. The 2.8% adjustment is important to more than seniors looking forward to the monthly benefit check because it drives a … [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...]
Read This to Understand How Medicaid Treats Trusts
Dad died 5 years ago and there is a trust under his will for Mom. Will the trust be countable if Mom goes into a nursing home? Mom and Dad set up an irrevocable trust years ago (Bill Clinton was on … [Read more...]
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