Q. My Aunt Julie was recently the victim of tax-related fraud. She explained what happened and I knew right away that it was a scam targeting the elderly. Someone claiming to be from the IRS called her and told her that she owed … [Read more...]
You Don’t Smile Anymore . . . What’s Wrong?
Gerald has plenty of reasons to be pleased with his life. He had a career as a successful business owner, and now he enjoys a comfortable retirement with his wife, Mary. He has four grandchildren with whom he spends as much time … [Read more...]
Is Social Security Taxable?
Q. I retired last year, and started receiving Social Security benefits. I am getting ready to do my taxes, and was wondering if I have to pay federal or state taxes on my Social Security income. My understanding was that Social … [Read more...]
Critter Corner: What If I Claimed Social Security Too Early?
Dear Magic, In June of 2010, when I was 62 years old, I decided to quit working and take Social Security. I was afraid Social Security might go away before my full retirement age, or that I might die before that time, so I went … [Read more...]
Paying for Long-Term Care . . . through Payroll?
Laurie Jinkins, a state representative in Washington state, has a mother-in-law who is 92, and who has dementia. She recently needed nursing home care, and qualified for Medicaid. Norm Johnson, also a state representative in … [Read more...]
Do You Need a Representative Payee for Social Security if You Have a Financial Power of Attorney?
Q1. My long-time friend, Ellie, is a widow who lives alone and never had children. Without family members to help, and dealing with her own dementia-related challenges, she’s finding it more and more difficult to manage her … [Read more...]
Are Filial Responsibility Laws Preempted by the Federal Nursing Home Reform Act?
In October 2010, Doris Pike was admitted to Corry Manor, a nursing home in Pennsylvania. At that time, her husband, Levere, signed an agreement with the facility, promising to use his wife's assets to pay for nursing home care … [Read more...]
Should Dad Give Up His Guns?
Q. My father loves three things most in life: his antique cars, his dogs, and his guns. The shooting range has been like a second home to him since mom died. It's the place he gathers with buddies to socialize and let off … [Read more...]
Those Late-Night Golden Girls Reruns Could Be Bad for Your Health
Joan is tired all the time. It could be because she's a night owl who reads books and doesn't like putting them down, or because she watches reruns of the Golden Girls and Frasier late at night. Joan's daughter began noticing … [Read more...]
They Never Visit, and It’s Killing Me!
Q. I live an hour away from both my daughters and their families, but they never visit me. I am aware that they are busy with soccer games and other activities, but I wish they could make the time to come see me once in a … [Read more...]
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