A “Crummey” trust provides a way to take advantage of the annual gift tax exclusion to pass wealth while keeping the money in trust.
A federal study concluded that Medicare Advantage plans have wrongly denied beneficiary requests for medical care and payment of claims in an alarming number of cases.
When parents make a loan or gift to one, but not all, of their children, careful estate planning is critical to avoid conflicts.
A denial of a Medicaid application can be appealed and the appeal could result in the granting of eligibility retroactive to the date originally requested.
Before deciding whether to get remarried, you need to look at your estate plan, your Social Security benefits, and your potential long-term care needs, among other things.
A good estate plan has multiple elements that address important issues.
The Medicare prescription drug “donut hole” still exists although it has become smaller in recent years.
Gifts made within the Medicaid look back period may be able to be returned to accelerate Medicaid eligibility.
Providing for grandchildren in an estate plan involves important considerations that should not be overlooked.
As tax time approaches, make sure to consider all the deductions and credits which may apply to your situation.
As nursing homes have been plagued by chronic understaffing and high turnover rates for years, a federal solution is in the works.
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