Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide Last Updated: 6/22/2010 10:55:20 AM Deborah Jacobs. Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide. DJWorking Unlimited., New York, NY. 2009. 352 pages. $13.57 at Amazon (click on book to purchase). Planning an estate involves fitting together many pieces. You need to think about wills, trusts, life Read Full Article
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Crummey Trusts: A Way to More Safely Give Gifts to Children Last Updated: 7/27/2010 4:19:45 PM Many parents and grandparents want to pass their wealth to their children while they are still alive. Gifts to children or grandchildren can be a good way to reduce a taxable estate. While you can give a child or Read Full Article
Court Again Rules That Part D Recipients Must Repay Mistaken Refunds Last Updated: 6/24/2010 4:23:59 PM A federal appeals court has again ruled that 230,000 Medicare Part D beneficiaries who were erroneously mailed a premium refund do not have the right to apply for a waiver excusing them from repaying the money. Action Alliance of Read Full Article
Health Reform Law's Pre-Existing Condition Plan Kicks In Last Updated: 8/13/2010 2:40:42 PM Many Americans, including baby boomers too young for Medicare and disabled adults of any age, have been unable to obtain private health coverage at any price because of a pre-existing health condition. As part of the roll-out of the new health Read Full Article
BOOK REVIEW: The Hard Times Guide to Retirement Security Last Updated: 7/21/2010 2:39:05 PM Miller, Mark. The Hard Times Guide to Retirement Security. John Wiley & Sons, Inc., Hoboken, N.J. 2010. 223 pages. $11.53 at Amazon, $11.69 at Books-A-Million (click on book to purchase). The timing couldn’t be worse, as author Mark Miller points Read Full Article
10 Reasons to Create an Estate Plan Now Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don't have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for everyone, regardless Read Full Article
Steinbrenner Fourth Billionaire in 2010 to Escape Taxes, If Not Death Last Updated: 7/16/2010 2:52:48 PM New York Yankees owner George Steinbrenner is the fourth known U.S. billionaire to die during 2010, according to
Nursing Home Residents Have Rights! Last Updated: 7/27/2010 4:09:55 PM Many people incorrectly believe that once someone enters a nursing home, their freedom is over. In fact, nursing home residents have many rights, and it is important to know those rights and to be able to enforce them. Nursing home residents’ rights are protected Read Full Article
Web Site Allows Elderly to Check Program Eligibility Although there are nearly 1,000 federal and state programs available to help older persons, it is estimated that more than five million seniors are currently missing out on at least some of them for which they qualify. The National Council on Aging (NCoA) has developed a Read Full Article
GAO Report Raises Some Concerns About Regulation of Retirement Communities Last Updated: 7/23/2010 5:24:04 PM A report by the Government Accountability Office (GAO) warns that given the weak economy, Continuing Care Retirement Communities (CCRCs) are facing challenging times. While few CCRCs have gone bankrupt so far, CCRCs are primarily regulated by states rather than Read Full Article