Critter Corner: Can I Delay Enrollment of Medicare if I Have Not Yet Claimed Social Security?

Dear Oakley, I’m turning 65 and I have not yet claimed my Social Security benefits because I thought it would make good financial sense to wait. Can I choose to wait to enroll in Medicare as well? Thanks! Juana … [Read more...]

Top 19 Articles of 2019

Those who read our newsletter or follow our blog know that we covered a lot of ground in 2019. This past year, the Federal Tax Act increased the federal estate and gift tax exemption from $11.18 million dollars per person to $11.4 … [Read more...]

2020 Key Elder Law Dollar Amounts

Every year we release the key dollar amounts that are frequently used in elder law, including Medicaid figures, Medicare premiums, Social Security Disability, and Supplemental Security Income. Since most of these figures have been … [Read more...]

Critter Corner: Been the victim of a Social Security Scam? There’s a New Online Form for That!

Dear Magic, My mother was the victim of a Social Security scam. I told her she should report it, but whenever she tries, she is on hold for what seems like forever. Is there another way? Thanks, Ree Portit --- Dear … [Read more...]

What Does the Future of Retirement Look Like?

Charles and Laura, both 67, recently retired and decided to relocate from Northern Virginia to the Shenandoah Valley. They enjoy the slower pace, quieter neighborhoods, and natural beauty of the serene mountains. Their monthly … [Read more...]

Social Security Error Affects Medicare Coverage For 250,000 Seniors

James and his wife Elizabeth were surprised last month when they lost their Medicare drug coverage all of a sudden. They had the same drug plan since 2013 with no issues, which is why they were so taken aback when notified that … [Read more...]

Critter Corner: Why Am I No Longer Getting My Social Security Benefits Statement?

Dear Hayek, I used to receive a document in the mail from the Social Security Administration every year that explained my benefits. I haven’t seen one in a long-time. Is this something that they eliminated, and if so, how can I … [Read more...]

Critter Corner: Has Mom’s Social Security Number Been Suspended or Cancelled?

Dear Magic, The phone rings a lot at my mother’s house (she has quite the social life for a 90-year old woman!) One call she received the other day sounded official to her, she explained to me, but she couldn’t get to the phone … [Read more...]

Do You Need to Pay Taxes if You Are Only Collecting Social Security?

Q. My husband and I plan to retire when we turn 70 and hope to live the “American dream.” We have saved our whole life to be able to enjoy our summers up north and our winters in Florida. After decades of having Social Security … [Read more...]