Medicaid…You Don’t Have to Wait Five Years – Or Go Broke
by Stanley M. Vasiliadis For nursing home residents, impoverishment is the price of admission into the Medicaid program. While most spend themselves broke, a savvy few manage to qualify for Medicaid without forfeiting their estate.
Things to Remember at Tax Time
Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting I's in preparation for paying taxes. As tax time draws near, you want to make
How Life Insurance Can Be Used to Fund a Special Needs Trust
By Caleb Harty Once the all-important question of “How much money should I plan to leave my child?” has been answered, the next step in special needs financial planning is to determine what assets will
Strict Timeline Governs Health Savings Accounts and Medicare
Beware of a six-month look-back period and tax penalties By Mary Beth Franklin Many clients have chosen to enroll in health savings accounts (HSAs) because they like the triple tax savings that HSAs offer when