2020 Year-End Planning and Charitable Giving — Take Advantage of Tax Law Changes

Q. We are in the last quarter of 2020, thankfully, and my wife and I are considering our year-end planning and charitable giving. My understanding is that some of the tax laws have changed that will affect our 2020 taxes, … [Read more...]

Will Your Stimulus Check Affect Medicaid Eligibility?

Last month, many of us received stimulus checks in the mail. In fact, according to USA Today, 88% of Americans aged 18 and older were eligible for them. The check distribution started after the government passed the $2 trillion … [Read more...]

Why Long-Term Care Planning is Even More Important During a Pandemic (Part 2 of a 3-part Series)

Suzanne is a family caregiver for her 75-year-old mother who has dementia and for her two young children. She is most concerned about her mother, who has a weakened immune system, and her infant son, being only 2 months old. With … [Read more...]

When Healthcare is Not Accessible

Q. I grew up in Northern Virginia and still live here with my wife and two children. Five years ago, my parents sold their home and moved to a more rural part of the state to get away from the traffic and congestion. My mother … [Read more...]

A Major Shift in Autism Research

Q. My son, Tyler, has Autism Spectrum Disorder (ASD). He is verbal but he prefers to be alone and he avoids social situations whenever he can. My neighbor’s son, Christopher, who is also on the spectrum, is completely non-verbal … [Read more...]

Where Not to Die This Year

Q. I own a home in Bethesda, MD, but was told I should sell it and move to another state. My 96-year old best friend Sheila insists that “it is expensive to die in Maryland” and I'm beginning to think she is right. Sheila lives in … [Read more...]

Critter Corner: Gift Tax Limit for 2019

Dear Magic, Our daughter is getting married, and she and her fiancé are buying a home. She asked if my wife and I could contribute what we would pay for a wedding ($30,000) towards a home instead, since she only wants a simple … [Read more...]

How Do You Want to Be Remembered?

When Jennifer’s father died, her first worry was about her mother and how she will recover. Her mother was so shocked and saddened when it happened that she didn’t want to get out of bed and face the world, let alone deal with … [Read more...]

Is Home Care Covered by Medicare?

Q. My sister, Betty, is 68 years old and has Parkinson's disease. Her symptoms include tremors, impaired balance, difficulty walking and talking, anxiety, and confusion, at times. Her limited mobility makes it difficult for her to … [Read more...]

Critter Corner: How Do I Know if Assisted Living is Right for My Dad?

Dear Ernie and Jannette, My father is considering assisted living. He wants me to help him choose a facility. I honestly don’t know where to begin or if assisted living is even right for him. How can I know? Thanks!Anita … [Read more...]