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Nurse holding a coronavirus test
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April 9, 2020

Medicare and Medicaid Will Cover Coronavirus Testing

With coronavirus dominating news coverage and creating alarm, it is important to know that Medicare and Medicaid will cover tests for the virus. The department of Health and Human Services has designated the test for the new strain of coronavirus…

Estate Planning COVID-19
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March 31, 2020

Estate Planning in a COVID-19 Environment

Unless you are at least 102 years old, you weren’t even alive for the Spanish Flu Epidemic of 1918, much less remember it.  While we do not recommend jumping on the panic bandwagon of hoarding all available toilet paper, being…

Free Tax Preparation Help
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March 19, 2020

Free Tax Preparation Help Is Available to Seniors

Seniors and retirees should know that they may be able to use online tax preparation software free of charge. Most low- and middle-income Americans qualify for the free tax preparation help, but do not take advantage of it. And all…

Most-Are-Taking-Social-Security-at-the-Wrong-Time
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December 6, 2019

Most Are Taking Social Security at the Wrong Time

A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on more than $100,000 per household in the process. The average Social Security recipient would receive 9…

Estate-Planning-When- You-Have-a-Stepfamily
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November 4, 2019

Estate Planning When You Have a Stepfamily

Ideally, when a second marriage joins two families together, it should be a joyous occasion that creates one bigger family unit. Unfortunately, it too often also creates inheritance fights between stepparents and children. A good estate plan is necessary to…

How-to-Use-a-Trust-in-Medicaid-Planning
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October 23, 2019

How to Use a Trust in Medicaid Planning

With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting Medicaid's low asset limit. The problem with transferring assets is that you have given them away. You no longer…

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