CBO: GOP tax bill would strip $25 billion from Medicare funding According to the Congressional Budget Office (CBO) the proposed GOP tax bill would strip an estimated $136 billion from mandatory … January 3, 2018 2 MIN READ
Medicare Part B premiums to increase 23 percent for many seniors According to a recent report by CNBC Medicare Part B premiums are expected to rise for millions of seniors across … December 27, 2017 2 MIN READ
Basic Steps in Creating a Trust: Part Two In the first part of this post we covered the initial basics in setting up a trust. Determining your purpose … December 24, 2017 2 MIN READ
Asset Transfers from Trusts Abroad It is no secret that we live in an increasingly globalized world. That means it is becoming more and more … December 17, 2017 2 MIN READ
Understanding Survivor Benefits An often-overlooked part of estate planning is social security. We often hear that social security is not enough for an … December 14, 2017 2 MIN READ
UCLA study suggests Alzheimer’s cases could double by 2060 A recent study by the UCLA Fielding School of Public Health suggests the number of Americans suffering from Alzheimer’s or … December 13, 2017 2 MIN READ
Insurer revenue from Medicare and Medicaid more than doubles in less than a decade According to a recent report by CNBC over half of the revenue generated by the nation’s top five-insurance companies comes … December 10, 2017 2 MIN READ
The Impact of Tax Cuts on Estate Planning Estate planning can be a confusing topic especially when considering it along with financial planning. It can be even more … December 9, 2017 2 MIN READ
Federal court rules medical malpractice victim must repay Medicare bills A U.S. District Court judge recently ruled that medical malpractice victimss receiving benefits from Medicare must pay back the federal … December 6, 2017 2 MIN READ
Medicaid Eligibility, Medicaid Planning Spousal Refusal – Just Say No Spousal refusal is a legally valid Medicaid planning option in New York. By way of background certain income and assets … April 12, 2024 2 MIN READ
Death Taxes, Estate Taxes, Gift tax, Medicaid Planning, Medicaid Trusts Tax and Medicaid Law Changes for 2024 For 2024 the exemptions for estate taxes rise to 6.94 million for New York estate taxes and to 13.61 million … January 18, 2024 2 MIN READ
Asset Protection, Irrevocable Trust LONGEVITY INSURANCE – DEFERRED INCOME ANNUITY Deferred income annuities are a financial product that by definition are paid in one premium and payout after at least … December 29, 2015 2 MIN READ
