Six Things to Consider Before Making Gifts to Grandchildren

Grandparents often are particularly generous to grandchildren as they see their family’s legacy continuing on to a new generation. In many cases, grandparents feel they have ample resources and their children or grandchildren may be struggling financially. Assistance with summer camp fees, college tuition, wedding costs, or the downpayment on a first home, can relieve…

How Gifts Can Affect Medicaid Eligibility

We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your eligibility. Under federal Medicaid law, if you transfer certain assets within five years before…

CFPB Findings on Elder Financial Exploitation

Be prepared. Be protected As we age and our assets accrue, the need to protect that which belongs to us and our loved ones becomes more and more pronounced. There is an increasing trend in America of individuals and institutions taking advantage of the aged community and exploiting them for money or possessions. It is…

Happy New Year 2019!

Every New Year is a new opportunity. It’s a chance to get all your affairs together and enjoy a comfortable year. The beginning of the year is a great time to talk to somebody about your plans for the future whether it be next month, next year, or the future of your family well beyond…

2018 Changes to VA Pension Laws

Changes Made to VA Pension Plans During the Fall of 2018, the Department of Veterans Affairs has published new rules regarding needs-based, non-service related benefits for veterans and their spouses. These new rules have been in place since October of this year. These benefits provide monthly monetary assistance and means-tested pensions to needy veterans whom…

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