…trust provisions (also called “Bypass Trust” or “Family Trust” provisions), that are designed to allow both spouses to take advantage of their estate tax exemptions. These are common arrangements used…
Search Results for: medicare advantage
Happy 4th of July!
…way of life. It is a day that we should take advantage of in order to remember those who have made these sacrifices, as well as a day to reflect…
Tonight’s Event in Burke (space still available) and “Ask the Expert”
…couples prefer to go through this process together, via mediation, in order to minimize the expense and avoid the adversarial nature of being represented by two separate attorneys. The advantages…
Veterans Can Receive Post-Traumatic Stress Disorder Benefits
…Veterans Aid and Attendance. Nearly 182,000 veterans and their spouses take advantage of the Veterans Aid and Attendance benefit, but VA officials say that many more are eligible. To be…
Case Example: Farr Law Firm Helps Veterans and Their Spouses Apply for Veterans Aid and Attendance
…take advantage of the Veterans Aid and Attendance benefit, but VA officials say that many more are eligible. To be eligible, beneficiaries must be at least 65 years old, veterans…
Veterans Awareness Week – Personal Stories of Veterans and How Veterans Aid and Attendance Has Helped Them
Attention Veterans: Take advantage of a 20% discount this month, just by mentioning this posting! Normal false false false EN-US X-NONE X-NONE This week is Veterans Awareness Week! In recognition…
Halloween May Be Scary, But Probate Could Be Your Worst Nightmare!
…terms of the trust. There would not have been the five-year delay and the hefty fees of probate in both states, and Christine wouldn’t have been able to take advantage…
PreNeed (Pre-Paid) Funeral and Burial Plans
Advantages and Disadvantages of Prepaid Plans One way to plan in advance for the end of one’s life is to sign a formal contract called a “preneed funeral plan.” With…
Life Estate Law Changing Soon
…home for at least a year after the transaction. Understanding medicare’s 100day benefit guidelines is essential for navigating healthcare costs. These guidelines dictate the coverage provided for skilled nursing facility…
Honoring Our Veterans: An Underused Benefit
…most likely eligible for the Aid and Attendance benefit, only 38,076 veterans and 38,685 surviving spouses took advantage of the Aid and Attendance benefit that year, according to Noller. If…
Veterans: Don’t Miss Out On Benefits
…on Social Security checks and his pension. In my opinion, there have to be more benefits that they can take advantage of, especially for an honorably-discharged retired veteran and his…
Giving Money to Your Children (while you’re still alive)
…like a matter of preference, there are positives and negatives to early inheritances. What are the advantages and disadvantages when it comes to passing on money to your family while…
April 29 Marks the End of a Major Social Security Loophole
…six months. I am concerned about the impending deadline. Can you explain exactly when it is and what it means for those who would still like to take advantage of…
Getting Remarried: Avoiding Estate Planning Mistakes
…the adversarial nature of being represented by two separate attorneys. The advantages of having two separate attorneys is that both parties both receive completely independent, private, and confidential advice. By…
Making Sure Your Money Goes to the Right Place
…about the place, from the picturesque campus to Lake Matoaka in the Fall. I am a history buff with a PhD, who took full advantage of Colonial Williamsburg buildings and…
The Cost of Aging: Professionals Express Concern About Older Americans’ Financial Health
…taking advantage of senior discounts (43%) and limiting leisure expenses (36%) as part of their financial-management strategies. Money Management Tips for Seniors Seniors are living longer lives than their parents…
Long-Term Care Insurance vs. Life Insurance with a Long-Term Care Rider
…are not many advantages these days when it comes to traditional, stand-alone term-care insurance policies, and most analysts suggest you should avoid these stand-alone policies altogether. The only pro is…
The Biggest Misconceptions About A Power of Attorney
…POA because anyone I appoint as an agent might take advantage of me. While this is technically true because you cannot control other people’s actions, an agent who misuses his…
Using a Reverse Mortgage to Age in Place
…may need to take out a reverse mortgage to be able to age in place. Advantages of Reverse Mortgages Before getting a reverse mortgage, you’ll want to meet with an…
Are NORCs the Future of Successful Aging?
…the costs for NORCs dramatically lower than other senior housing. A disadvantage of a NORC is that houses may not be accessible for a senior’s needs and may need to…
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