The Use of Immediate Annuities in Medicaid Planning for Married Couples
Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid.
SSIs Thorny Rules for Deeming a Parents Income to a Child
To determine a child's eligibility for Supplemental Security Income (SSI), the government doesn’t look at just the child’s income and assets, but also may [...]
DOL Announces That Fiduciary Rule Will Go Into Effect June 9
After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor announced that the rule will go [...]
Proving Age Discrimination Is Difficult
As baby boomers continue to work past retirement age, age discrimination lawsuits are becoming more common. While many older employees say they have experienced discrimination, proving [...]
The Complex Modern Family Requires a New Planning Model, Book Argues
A new book suggests that planning for elder care and a loved one's death are especially important for today's complex modern families.
New Protections for Nursing Home Residents
New Obama-era rules designed to give nursing home residents more control of their care are gradually going into effect.
Health Care Bill Could Reduce or Eliminate Services for Special Education Students
A little-publicized effect of the health care legislation the House of Representatives recently passed is its potential impact on vital health services that special education students [...]
Health Care Bill Could Reduce or Eliminate Services for Special Education
A little-publicized effect of the health care legislation the House of Representatives recently passed is its potential impact on vital health services that special education students [...]
Should a Parent Serve as Trustee of a Special Needs Trust?
A parent serving as trustee can confront many daunting problems involving trust laws and public benefits regulations that affect the administration of a special needs trust.