Posts Categorized: Probate

Are you happy with your Medicare coverage? It is time to review whether your plan or plans are working for you. 

Accumulated frequent flier miles can be valuable assets, but what happens to those miles after somene dies?  Can a spouse or other heirs inherit them, or do the miles simply evaporate like a contrail?

A federal appeals court has ruled that Medicaid officials must accept applicants’ short-term annuities, providing more certainty for Medicaid applicants’ use of this important planning tool. 

If you are able to continue working while receiving Social Security benefits, you can increase your overall benefit. In addition, although your benefits may be reduced due to your work, you can recoup those lost benefits.

A recent court decision in Minnesota serves as a cautionary reminder to anyone thinking of changing their estate plan on their own. 

Some parents, fearful of how a large inheritance will affect their heirs, set up what are known as “incentive trusts” that ensure that the trust funds support positive behavior and discourage unproductive activities. 

We’ve all been warned about protecting ourselves from identity theft, but one group of victims can’t take action to protect themselves—the dead. Fortunately, there are steps that you can take to discourage identity thieves from targeting a deceased loved one.

President Obama has signed a new law intended to prevent Medicare beneficiaries from spending days in a hospital only to find that they hadn’t been admitted to the hospital at all – they were only under “observation.” 

As you get ready to turn 65, you may be inundated with information about Medicare. All this information is confusing, but it is important to do your research before choosing your plan.