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October Newsletter

Pay Attention to the Small Details When Dealing with Long-Term Care Insurers

October 4th, 2017|0 Comments

A long-term care insurance company recently cancelled the insurance coverage of an elderly woman who accidentally wrote the wrong amount on her premium check. The case illustrates the need for policyholders to pay attention to

How to Reverse Medicare Surcharges When Your Income Changes

October 4th, 2017|0 Comments

What happens if you are a high-income Medicare beneficiary who is paying a surcharge on your premiums and then your income changes? If your circumstances change, you can reverse those surcharges. Higher-income Medicare beneficiaries (individuals

Now Is the Time to Review Your Medicare Options

October 4th, 2017|0 Comments

Are you happy with your current Medicare plan or plans? Now is the time to think about whether you are in the right plan or whether a new plan could save you money. Medicare's Open

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Recent Articles

  • Requiring Adult Children to Pay for Aging Parents’ Care
  • Using an Intentionally Defective Grantor Trust to Transfer Assets
  • The Tax Consequences of Selling a House After the Death of a Spouse
  • What Documents Are Required for a Medicaid Application?
  • Divorce and the Child With Special Needs: Be Aware of Child Support Payments
  • Claiming Social Security Benefits at Age 70
  • Why You May Need a Trust in Addition to a Power of Attorney
  • Things to Remember at Tax Time
  • When a Social Security Recipient Dies, Survivors May Be Eligible for Benefits
  • Medicaid’s “Snapshot” Date and Its Crucial Impact on a Couple’s Financial Picture

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2551 Baglyos Circle
Suite A-14
Bethlehem, PA 18020

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