Retirement Community Cannot Forbid Medicaid Spend-Down
Maryland's highest court has ruled that a continuing care retirement community's requirement that residents not spend down their assets to qualify for Medicaid violates Medicaid law.
Is Medicaid Planning Considered Ethical?
With the help of elder law attorneys, those needing long-term care often artificially impoverish themselves in order to qualify for Medicaid coverage, thereby preserving their savings either for their healthy spouse or their children. Is this practice ethical?
Social Security Overpayment Rules Are Changing Once Again
Effective March 27, 2025, the Social Security Administration (SSA) reinstates the 100 percent policy to recover overpayments, reverting from the previous 10 percent withholding rate established in early 2024.
2024 Survey Shows Long-Term Care Costs Continue to Rise
The latest annual cost of care survey by Genworth and CareScout offers insight into the cost trends of long-term care in the United States.
How IRS Layoffs May Affect Your Taxes and Estate Planning
As the Internal Revenue Service (IRS) faces workforce reductions under the Trump administration, experts say the cuts could strain the agency's capacity to fulfill its primary functions.
Charitable Remainder Trusts: “Test-Drive” Charitable Giving
Charitable remainder trusts (CRTs) allow donors to provide for themselves and their loved ones while supporting a charity, offering the opportunity to "test-drive" a charity before making a long-term commitment.
How Estate Plans Can Help Family Members Avoid Legal Battles
There are so many ways that family problems can become legal problems when a loved one needs end-of-life care or passes away, leaving an inheritance.
Home Safety for Aging in Place: A Guide for Older Adults
Aging in place safely can involve making modifications to ensure well-being, comfort, and accessibility for older adults. Check out some practical tips to create a safer living environment for aging loved ones.
What Is a Last Will and Testament, and Do I Need One?
Although a will is one of the most common estate planning tools available, many are often unsure of what it is or what it does. Learn more about why you should have one.
Spring Cleaning for Your Estate Plan: Review and Revise
Creating an estate plan is not a one-time task. As your life changes, so should your estate plan.