Penalties for Gifts Under Medicaid
Medicare is a federal and state program that helps low-income seniors with limited assets and income afford healthcare. Many seniors believe their only option to…
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Drastic Updates to California’s End of Life Option Act
California is one of only five states in the United States that offers medical aid in dying to the critically ill who qualify. The End…
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Understanding How to Select Co-Agents
I have to decide between my two children, who should be my power of attorney when I need help communicating with doctors and handling my…
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IRA Inheritance Trusts
Wealth management experts encourage people to put money aside for retirement. This works, as it allows you to take advantage of tax-deferred growth if you…
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Court Rules the Fiduciary Rule Is No Longer Enforceable
The Fifth Circuit Court of Appeals found that the U.S. Labor Department’s fiduciary rule is no longer protected or able to be enforced. The fiduciary…
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Health Care Costs Are Out of Control
Much appreciation goes out to the healthcare workers and their support staff for taking care of the ill and vulnerable. At the same time, we…
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Organizing and Storing Important Documents for Safekeeping
Acknowledging how tenuous any individual’s grip on life can be, it is crucial to be ready to transfer relevant personal documentation to your executor, and…
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Millennials and Finances
Millennials are known as fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials’ formative years was…
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What Happens Once You Have Received the COVID-19 Vaccine?
Every day, more Americans are becoming eligible to obtain the COVID-19 vaccine. According to the medical community, vaccinated individuals are significantly less likely to contract…
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Reimbursement of Funeral Expenses due to COVID-19 Deaths
If you had a loved one die from COVID-19, you may be eligible for the reimbursement of their funeral expenses. The Federal Emergency Management Agency (FEMA)…
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