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Special Needs Planning: ABLE Accounts
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April 10, 2025

Special Needs Planning: ABLE Accounts

April kicks off the ABLE National Resource Center (ABLE NRC) 2025 #ABLEtoSave Month. This month-long campaign provides people with disabilities and their families information about the significance of ABLE accounts and how these accounts can be used to address daily…

What-will-Your-Social-Security-Benefits-Look-Like
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March 27, 2025

Social Security Overpayment Rules Are Changing Once Again

For the past year, Social Security beneficiaries have gotten a break from the sometimes-devastating policy of withholding 100 percent of benefits if the beneficiary was overpaid. Effective March 27, 2025, the Social Security Administration (SSA) will reinstate the 100 percent policy to…

The Hidden Dangers of Dementia
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March 13, 2025

The Hidden Dangers of Dementia

Over the weekend, additional details were released regarding the tragic death of actor Gene Hackman and his wife. It caught our attention because we know the tragic scenario is not an isolated incident, it’s just that most don’t end up…

medicare premiums
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March 6, 2025

Medicare Observation Status Appeals Are In Effect

Beneficiaries are seeing information about “a new appeal right” on the Medicare Summary Notices they receive in the mail. This right resulted from the Center for Medicare Advocacy’s class action on behalf of beneficiaries who have been harmed by “observation…

Understanding-the-Differences-Between-a-Will-and-a-Trust

Special Needs Planning & Public Benefits

Join us for this informative discussion to learn how special needs planning strategies can maximize quality of life for a disabled person and also protect them from exploitation. You will leave with a better understanding of special needs trusts and…

proper-estate-planning-reduces-issues-of-probate
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September 26, 2024

Proper Estate Planning Reduces Issues of Probate

Probate is a legal process that happens after someone dies. While probate can be complex, lengthy, and expensive, an estate planning attorney or probate attorney can help mitigate unwanted risks. They will be able to anticipate what might happen and…

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