According to a 2020 federal court decision, and an appeal in 2022, some Medicare beneficiaries now have the right to appeal previous decisions concerning their inpatient and observation status. This article will help you determine whether you can benefit from the resulting legislation.

There are some changes coming in 2023 with the latest IRS adjustments. Make sure to review the below to see if your tax bill will be impacted.

Have you titled assets in your trust at your bank? And have you received correspondence from your bank requesting that the trustee appear in person to confirm certain items regarding the trust? We’ve compiled these helpful tips for you to use as a tool when appearing at the bank.

With all the new technology to help physicians evaluate patients’ Alzheimer’s risk and disease progression, the future of Alzheimer’s may change from a debilitating illness to a manageable one. For those of us who have friends or family members with the disease, there is hope to slow the development and better manage the symptoms.

If you are maintaining an offshore bank account, let the following case be a cautionary warning to make sure you are always complying with the rules. Learn more about the case and the outcome in our latest blog post.

Undue Influence is when someone pressures another in such a way that the person being influenced is not acting by their own free will; they are being coerced into taking a certain action. Undue influence can cause an individual to take actions that they normally wouldn’t, so it is important to have legal documents in place to best protect yourself from being unduly influenced in the event that your health deteriorates.

Medicare is a federal program that provides medical coverage to certain individuals that is critical for their needed care. Learn more about the new court ruling that will pave the way for Medicare patients to have more control over their care and benefits.

How are those New Year’s resolutions holding up so far? The primary reason resolutions are broken is a lack of motivation. If you have motivation, a good plan, good support, and set realistic goals, you could be the one to break through and meet your new goal. Make 2022 the year you reach your New Year’s resolution of becoming active and staying healthy!

You should be proud of the fact that you have taken the necessary steps regarding your estate planning for yourself and your family. Effective estate planning takes time and evolves over various life experiences. The family meeting is for clients who desire transparency and understanding regarding their decisions in case of their incapacity or death.

With more and more restaurants and other venues requiring proof of vaccines to enter, it’s always good to make sure you have your vaccine information backed up somewhere besides your physical vaccination card. With the CLEAR app, you can create a free and secure digital vaccine card that is easily accessible on your smartphone.

Due to the pandemic, the federal government enacted legislation that stipulated that banks and financial institutions could not initiate foreclosure proceedings against individuals.  That law expired on June 30, 2021.  With the end of the moratorium on foreclosures, a Harvard study estimates that 2.1 million households are behind on their mortgage payments. 

Now that your nest is empty and your lifestyle goals have changed, that big house may have become an unnecessary hassle to maintain, both physically and financially. If you’re ready to simplify your golden years, check out the following list of helpful decluttering and downsizing resources.

Have you ever witnessed a person living with dementia experience hallucinations or delusions? Let’s take a look at some ideas for steps to take in the moment to help and support a person experiencing them.

Medicare and Medicaid are two different government programs for healthcare. It is important to understand the difference between them. Here, we will discuss how the program benefits differ, how eligibility for each program is established, and discuss some recent news pertaining to each program.

Careful estate planning for parents with children of special needs is necessary to ensure government benefit access remains without foregoing family support. This article outlines some basic planning tips and types of trusts to consider to protect your child with special needs.

As the primary document for transferring your assets upon your death, your will is an essential part of your estate plan. As the COVID-19 virus continues to challenge all people's health and well-being, it is reasonable and responsible to create a plan to preserve for your heirs what it took your lifetime to achieve.

Some changes in our sleep patterns are perfectly normal as we grow older. Managing health conditions can help our sleep—so important, because sleep problems are linked with memory loss, depression, high blood pressure, irritability that affects our relationships, and a lack of alertness that can cause falls and car accidents.

When individuals become quite elderly or ill, they also become susceptible to manipulation from those who will defraud or steal. Targeted attacks on vulnerable older people to exert what attorneys deem "undue influence" constitutes elder abuse. It disrupts the older persons' impulse to provide for loved ones and instead leaves assets to the manipulator.

The Senior Safe Act was established to protect our elders from financial abuse, whether it be from within a family or support system or by scam artists preying upon them. Get protected by becoming more involved in your own personal financial world.

As aging in place continues to increase in popularity, many people face the issue of what to do when they notice an older loved one having trouble living safely at home. Look for these key signs and questions to ask to determine if it’s time for your older relative to move in with you or into a senior living community.