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Medicare

2020 UPDATED RULES

A.  MEDICARE CO-PAYMENT INCREASED FOR REHABILITATION IN 2020 Medicare will usually pay 100% of  First 20 days with a $176 co-payment per day 21-100.  B.  2019 MEDICAID ELIGIBILITY NUMBERS FOR LONG TERM CARE. 1.  For Single Individuals 2020 Resources: $15,750.00

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Uncategorized

Free Breakfast Seminars in March!

10 ESTATE PLANNING MISTAKES & HOW TO AVOID THEM: • ARE YOUR DOCUMENTS OUTDATED OR MISSING SIGNATURES? • COULD YOU HAVE THE WRONG PERSON AS EXECUTOR? • HAVE YOU FAILED TO PROPERLY EXECUTE POWERS OF ATTORNEY WITH GIFT RIDER? •

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Elder Law + Veterans

Dept. of Veterans Affairs Issued Major Change

On September 18, the Department of Veteran Affairs (VA) issued major changes to its Veterans Pension, including “Aid and Attendance,” and other needs-based benefits. You can protect your assets without any penalty if you act now. This is a major

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Uncategorized

A Social Security Guide for the Ages

New York Times on Saturday Sept. 28, 2018 By Tara Siegel Bernard Graphic by Karl Russell It’s no wonder that Social Security is politically contentious. The program’s reach is vast: More than 175 million workers contribute to it with every paycheck, and

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Uncategorized

Helping Banks Flag Fraud Against Seniors

New York Times  Aug. 18, 2018 By Elizabeth Olson  Dawn Shaw, a retired legal secretary in northern Maine, made two stops weekly without fail. One was her church. The other was her local bank, where she swapped stories about her children

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LGBT Community

Planning For LGBTQ Couples: Financial Challenges Persist

by Brian Thompson , CONTRIBUTOR JD/CFP® helping LGBTQ couples thrive today and prepare for tomorrow.  Opinions expressed by Forbes Contributors are their own. “Three years ago, Obergefell vs. Hodges upended financial planning for LGBTQ couples, legalizing same sex marriage throughout the United States for the first

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Uncategorized

Senior$afe Act of 2017-2018

The Senior $afe Act was first introduced  in July of 2017. It was designed to protect vulnerable adults from financial exploitation. As of last month it has passed the House and Senate and was signed into law. S.223 – Senior$afe

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Uncategorized

IDA Spots Available at The Atria Roslyn Harbor

The Atria on Roslyn Harbor has IDA rent reduction slots available for residents whose income is below $40,850 for a single person or $46,700 for a couple. As you know, Atria Roslyn Harbor provides the ultimate in luxury senior living. 

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Estate Planning

What it was like to finally write my will

What It Was Like to Finally Write My Will by John Schwartz, NYT, April 8th, 2018 Image by Alice Yu Deng Unless your life is extraordinarily uncomplicated, you should write yours, too. Did you know that Prince died without a

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