Elder Law & Estate Planning
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18
07, 2022
A nurse assists an elderly resident in a wheelchair at a nursing home, emphasizing the significance of improved care standards in long-term care facilities.

CMS Issues Updated Guidance Intended to Improve Quality of Nursing Home Care

July 18, 2022
Today, more than 1.4 million individuals live in Medicare- and Medicaid-certified nursing homes across the United States. As part of an effort seeking to improve the health and safety of nursing home residents nationwide, the Centers for Medicare and Medicaid Services (CMS) released updated guidance in…
15
07, 2022
Senior woman calculating Medigap insurance options to compare premiums and benefits for estate planning and elder law considerations.

It Pays to Be a Smart Shopper When Buying a Medigap Insurance Policy

July 15, 2022
Medigap premiums for plans from insurance companies offering the same benefits vary widely, so it pays to be a smart shopper. Federal law requires that each insurance company offers the same benefits for each of the Medigap plans lettered A…
11
07, 2022
A paramedic in uniform uses a smartphone, emphasizing the need for updated emergency contact and medical information for optimal first responder access.

Keeping Your Emergency Contacts and Medical Information Updated for First Responders

July 11, 2022
If medical personnel are able to access your medical history during an emergency, it could mean the difference between life and death. But if, for example, you are injured, in shock, suffering from dementia, or are otherwise incapacitated, you may…
08
07, 2022
A mature couple reviewing documents and finances for retirement planning, emphasizing the importance of starting a retirement strategy in your 50s for a secure future.

Five Tips for Starting Retirement Planning in Your 50s

July 8, 2022
When it comes to retirement planning, many Americans find themselves underprepared. A majority of baby boomers (born between 1946 and 1964) and Generation X’ers (born between 1965 and 1978) often end up without retirement savings or don’t have realistic expectations…
04
07, 2022
A charming suburban house with a well-kept lawn, symbolizing concerns related to estate planning and protecting assets from Medicaid recovery for elder care.

Three Reasons Why Giving Your House to Your Children Isn’t the Best Way to Protect It From Medicaid

July 4, 2022
You may be afraid of losing your home if you have to enter a nursing home and apply for Medicaid. While this fear is well-founded, transferring the home to your children is usually not the best way to protect it.…
27
06, 2022
Image showing the relationship between Social Security and Medicare, highlighting their role in estate planning and elder law with a backdrop of economic recovery factors.

Social Security and Medicare Financial Outlooks Improve Slightly Due to Rebounding Economy

June 27, 2022
An economy that is recovering from the pandemic faster than expected means that the Social Security and Medicare trustees are predicting that both programs’ trust funds will remain solvent longer than they forecast last year. While this is a short-term…
24
06, 2022
A pile of gold coins symbolizing wealth preservation through dynasty trusts, highlighting their role in estate planning for tax-efficient asset transfer across generations.

Dynasty Trusts: A Tax-Efficient Way to Pass Wealth Down Through the Generations

June 24, 2022
If you want to pass money to future generations without having it subject to gift and estate taxes, then a dynasty trust may be right for you. A dynasty trust allows trust assets to be used for the benefit of…
20
06, 2022
A distressed elderly parent contemplating estate planning with family photographs, symbolizing the emotional challenges of including estranged children in estate decisions.

How to Deal with an Estranged Child in Your Estate Plan

June 20, 2022
Unfortunately, not all families get along. If you are having problems with one of your children, you may not want them to benefit from your estate. There are several strategies for dealing with an estranged child in your estate plan.…
17
06, 2022
A caregiver's hand holding onto a bed rail, highlighting safety concerns with portable bed rails for elderly care as indicated in a recent warning by the National Safety Commission.

Stop Using Unsafe Portable Bed Rails Immediately, National Safety Commission Warns

June 17, 2022
An advisory issued earlier this month warns people against using a series of adult portable bed rail models after at least three people — including one in a nursing home and another in an assisted living facility — were entangled in them…
13
06, 2022
Image of a wallet filled with money, symbolizing financial recovery and estate planning implications following a Supreme Court ruling on Medicaid recoupment from personal injury settlements.

Supreme Court Rules State Medicaid Programs Can Recoup a Larger Share of Injury Settlements

June 13, 2022
If you are injured due to another person’s negligence and receive Medicaid benefits to pay for care, the state has a legal right to recover the funds it spends on your care from a personal injury settlement or award. Yet…

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