Latest Publications

Share:

7 Questions to Ask When You've Been Invited to Be Trustee of a Special Needs Trust

So you have been asked to serve as the trustee of a friend or family member's special needs trust. While your selection is a great honor, it is also a great responsibility. Here are seven questions to ask before saying...more

10/15/2014 - Special Needs Trust Trustees Trusts

When a Parent Retires, a Child with Disabilities Could Qualify for SSDI

When the parent of an adult with disabilities retires, the child may qualify for federal disability benefits, even if the child has never worked. This benefit, known as the Disabled Adult Child program, allows the...more

10/14/2014 - Disability Benefits Disabled Children Retirement

Advance Medical Directives? Now There's an App for That

An advance directive gives instructions on the kind of medical care you would like to receive should you become unable to express your wishes yourself, and it often designates someone to make medical decisions for you. But an...more

5/8/2014 - Advance Directives American Bar Association Estate Planning Healthcare Mobile Apps

Case Illustrates Dangers of Executing a Will Without Legal Assistance

People sometimes try to save money by not consulting with a qualified attorney when executing their will, instead using a pre-printed form or online program. A recent court case offers yet another example of the hazards of...more

5/7/2014 - Boilerplate Language Estate Planning Forms Intent Legal Forms Wills

Adult Day Care: Providing a Break for Caregivers

Caregiving is hard work and it is easy for caregivers to get burned out. Adult day care centers provide care and companionship in a group setting to seniors who need supervision during the day, allowing their caregivers to go...more

5/6/2014 - Caregivers Healthcare

Cost of Private Nursing Home Room Now Averaging $87,600

The median cost of a private nursing home room in the United Falling MoneyStates has increased 4.4 percent to $87,600 a year, according to the 2014 edition of a Cost of Care survey that the insurer Genworth conducts each...more

5/5/2014 - Healthcare Nursing Homes

Medicare Change Means Those with Small Personal Injury Claims Can Settle Cases Quickly

Beginning on October 1, 2014, Medicare will no longer attempt to obtain reimbursement from personal injury plaintiffs with claims worth less than $1,000, and those beneficiaries will no longer have to give Medicare notice of...more

4/8/2014 - Bodily Injury Medicare

College Savings for Students With Special Needs

Faced with the increasing cost of higher education, students and their families must begin saving for college from an early age -- often from birth. 529 College Savings Plans offer families a great opportunity to set aside...more

4/7/2014 - 529 Plans Paying For College Special Needs Trust Supplemental Benefits

Bill to Bring the Amounts SSI Recipients Can Keep and Earn into the 21st Century Starts Climb in Senate

On March 7, Senators Elizabeth Warren (D-Mass.) and Sherrod Brown (D-Ohio) introduced a bill that would dramatically increase the amount of money that Supplemental Security Income (SSI) beneficiaries can earn and save, and...more

4/4/2014 - SSI

The Powers and Responsibilities of Representative Payees

Do you have a friend or loved one who receives Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) and is unable to manage her payments? If so, you can request that the Social Security...more

4/3/2014 - Social Security Social Security Adminstration Social Security Disability

"No State Income Tax" Constitutional Amendment to be Submitted to Tennessee Voters in November 2014

On April 8, 2013, the Tennessee House of Representatives passed Senate Joint Resolution 1 by a vote of 80-8, giving final approval to a proposed constitutional amendment to ban a state income tax in Tennessee on payroll and...more

4/18/2013 - Constitutional Amendment Income Taxes Payroll Taxes State Taxes

What the Recent Estate Tax Changes Mean to You

On January 2, 2013, President Obama signed into law the American Taxpayer Relief Act of 2012. This Act permanently sets the federal estate and gift tax exemption at $5 million per person ($10 million per couple), adjusted...more

3/15/2013 - American Taxpayer Relief Act Estate Tax Estate-Tax Exemption Gift-Tax Exemption

12 Results
|
View per page
Page: of 1