Dana Perry

Dana Perry

Chambliss, Bahner & Stophel, P.C.

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Medicare Coverage While Traveling Within the U.S.

When people retire they often have more time to travel. Although Medicare coverage is generally not available when beneficiaries are overseas, what about coverage for those exploring our own varied and scenic land?...more

9/20/2016 - Elder Issues Health Care Providers Health Insurance Healthcare HMOs Medicare Medicare Advantage PPOs Retirement Travel

Understanding the Tax Consequences of Inheriting a Roth IRA

Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax...more

9/19/2016 - Distribution Rules Elder Issues Employee Benefits Estate Planning Estate Tax Estate-Tax Exemption IRA Popular Retirement Retirement Plan Roth IRA Tax Rates

Jumbo Reverse Mortgages Are Increasingly Available for High-Value Homes

Seniors with pricier homes now have an increased ability to get a jumbo reverse mortgage in order to raise cash for retirement. As the housing market has improved, jumbo reverse mortgages are becoming more popular even though...more

9/16/2016 - Borrowers Elder Issues Federal Housing Administration (FHA) HECM Mortgages Residential Real Estate Market Retirement Reverse Mortgages

Revoking a Power of Attorney

If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you may revoke the power of attorney at any time. There are a few steps you should take to...more

9/15/2016 - Durable Power of Attorney Elder Issues Estate Planning Power of Attorney Revocation

Beware: Your Estate Plan May Contain an Unnecessary Bypass Trust

A once-popular estate planning tool included in many Last Wills and Revocable Trusts may now cost families more in taxes than it saves. Changes in the federal estate tax have made the "bypass trust" which was often included...more

6/24/2016 - Bypass Trusts Capital Gains Estate Tax Surviving Spouse Tax Planning

11 Questions to Ask a Potential Caregiver

If you've decided to hire a caregiver for a person with special needs, you'll need to interview the candidates. Here are eleven important questions to ask...more

6/10/2016 - Caregivers Hiring & Firing Home Health Care Special Needs Adults Special Needs Children

Don't Fall Victim to Identity Theft While Applying for Disability Benefits

The Social Security Administration and the Federal Trade Commission recently issued warnings for people to be on the lookout for identity thieves seeking personal information in connection with disability benefit...more

6/9/2016 - Disability Benefits FTC Identity Theft Social Security Administration (SSA)

Spouses May Qualify for Early Social Security Benefits If They Care for a Child with Disabilities

When a parent of a child with special needs retires and begins receiving Social Security retirement benefits, her child may qualify for Social Security Disability Insurance (SSDI) based on the parent's work record if the...more

6/8/2016 - Retirement Social Security Benefits Special Needs Children SSDI

Four Steps to Take Right After an Alzheimer's Diagnosis

If you or a loved one has been diagnosed with Alzheimer's disease, it is important to start planning immediately. There are several essential documents to help you once you become incapacitated, but if you don't already have...more

5/6/2016 - Advance Directives Estate Planning Living Will Power of Attorney Wills

Avoiding Pitfalls When Forced to Start Breaking Your Retirement Piggy Bank

The oldest of the 75 million baby boomers have begun turning 70 in 2016. Becoming a septuagenarian is a milestone in itself, but it also means that soon the IRS will likely be expecting you to start cashing out your...more

5/5/2016 - 401k Distribution Rules IRA IRS Penalties Qualified Charitable Distributions Retirement Retirement Plan Social Security Tax Planning Tax-Deferred Exchanges

Lack of a Will Could Mean Chaos for Prince's Estate

The famed recording artist Prince died leaving an unknown fortune and possibly no will or estate plan to dictate what to do with that fortune. Prince's sister, Tyka Nelson, told the probate court in the Minnesota county where...more

5/4/2016 - Estate Planning Intestate Succession Prince Probate Wills

Gifts to a Special Needs Trust Can Be Larger Than You May Think

The federal gift tax system is one of the most misunderstood concepts in special needs planning, and for good reason: it's incredibly complicated. This complexity has resulted in the propagation of one of the most common...more

2/8/2016 - Estate Planning Gift Tax Special Needs Trust Tax Rates

Senate Bill Would Strengthen Mandate That People With Disabilities Be Integrated in the Community

Senator Charles Schumer (D-NY) recently introduced the Disability Integration Act of 2015 (DIA) in the U.S. Senate. If passed, the bill would require states and health insurers to provide services to people with disabilities...more

2/5/2016 - ADA Health Care Providers Health Insurance Integration Proposed Legislation

What Is the ADA and Why Should You Care About It?

The Americans with Disabilities Act, commonly known as the ADA, is considered one of the most important pieces of civil rights legislation for people with disabilities. Passed in 1990 and amended in 2008, the ADA attempts to...more

2/4/2016 - ADA Closed Captioning Disability Discrimination Equal Opportunities Public Accommodation Telecommunications

'Compassionate Allowances' Process Speeds Up Disability Applications

Applicants for Social Security disability benefits often have to wait months, if not years, before they finally receive a check from the government, even if they are clearly eligible for benefits. However, in certain...more

2/3/2016 - Social Security Administration (SSA) Social Security Benefits Social Security Disability

How Your IRA Can Benefit Both Your Heirs and Charity

Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your...more

1/16/2016 - Beneficiaries Charitable Remainder Trust Estate Tax Heirs IRA

Should an Annuity Be Part of Your Retirement Planning?

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. There are two kinds of annuities: variable and immediate. Variable annuities have gotten a bad...more

1/14/2016 - Annuities Broker-Dealer Insurance Contracts Retirement Plan Variable Annuities

The Hardship Exception to the Medicaid Penalty Period: Rare But Possible

If you transfer assets within five years of applying for Medicaid, you will likely be subject to a period of ineligibility. There is an exception, however, if enforcing the penalty period would cause the applicant an "undue...more

1/13/2016 - Medicaid Nursing Homes Penalties Transfer of Assets Undue Hardship Waivers

New Federal Budget Ends Two Spousal Social Security Claiming Strategies

The federal budget agreement that President Obama signed into law November 2, 2015, spells the end to two Social Security strategies that some spouses have used to maximize benefits. The strategies were worth tens of...more

12/14/2015 - Bipartisan Budget Popular Retirement Plan Social Security Benefits Spouses Survivor Benefits

What to Do When Your Child Turns 18, Part III: Medical Coverage and Housing

Medical care is one of the most important services, if not the most important service, that a person with special needs may need over the course of her life. The transition from a parent's health insurance to an individual...more

8/10/2015 - Affordable Care Act Affordable Housing Medicaid Medicare Social Security Administration (SSA) Special Needs Children SSDI

What You Need to Know About Applying for Disability Benefits

Applying for disability benefits from the federal government through the Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) programs can be a daunting task. Here is a brief overview of how the...more

8/7/2015 - ALJ Appeals Disability Disability Benefits Motion for Reconsideration Retroactive Application Social Security Administration (SSA) Social Security Disability SSDI

Care Committees Help Trustees Make Decisions When They Don't Know It All

Do you know one person who is an expert in disability law, housing, medicine, social work and, on top of all that, knows all of the members of your family and how they interact with one another? If you do, this person should,...more

8/6/2015 - Disability Disabled Children Special Needs Trust

A Short Primer on SSI Income Rules

The rules for how income will reduce a Supplemental Security Income (SSI) beneficiary's monthly benefit can be very confusing. Here is a quick look at how the Social Security Administration (SSA) treats an SSI beneficiary's...more

8/5/2015 - Medicaid Social Security Benefits Supplemental Security Income (SSI)

How Do an Estate's Debts Get Paid?

An executor is the person responsible for managing the administration of a deceased person's estate. One of the executor's main jobs is to pay people or institutions to whom the estate owes money -- the estate's creditors....more

7/8/2015 - Creditors Debt Deceased Estate Claims Executors Federal Taxes Notice Requirements Priority Debt Property Liens State Taxes

Use This Form to Avoid Loved Ones Being Denied Medical Information About You

If you are in the hospital, the last thing you want is for a family member or a trusted friend to be denied information about your condition or prognosis. But this could happen if you haven’t already given authorization...more

7/7/2015 - Forms Health Care Providers Healthcare HIPAA Power of Attorney Releases

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