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Personal Message

Welcome to the November issue of the

Texas Elder Law E-letter


Happy Holidays!

Our next free "Estate Planning Essentials" Workshop is scheduled for Tuesday, December 13th from 1:00 p.m. to 3:00 p.m.  To sign up for the December Workshop or any Bonus Workshops (described below), you may call us at (214) 720-0102 or sign up online at http://www.dallaselderlawyer.com or click here to register online. There has been a waiting list for the last several Workshops. So, if interested (or you know someone interested), it is probably best to sign up sooner rather than later.

Michael B. Cohen has been nominated to serve on the Executive Committee of the Advisory Board of the Alzheimer's Association of Greater Dallas.

We are also having a free Bonus Workshop on Thursday, December 8th from 1:00 p.m. to 2:00 p.m. on “How Do I Protect Myself from Identity Theft” that will be presented by Jay Kaplan. Mr. Kaplan is Regional Vice President for AXA Equitable Financial Services, LLC. Special thanks to Bruce Lewin of Merit Wealth Advisors for his help in getting this speaker for our Bonus Workshop.

Social Security expert Tom Clark will speak on “How to Get the Most out of Social Security” at Abuelo’s restaurant (dinner is also free) in Plano on Tuesday, December 6th from 6:30 p.m. to 8:00 p.m. This is designed for those approaching retirement or the age when Social Security is to be elected. To register for this you can call Jennifer at (214) 720-0102 or click here to register online. This presentation is hosted by Ricker Retirement Specialists.

Also don't forget Michael B. Cohen can be heard on his radio show "Know Your Legal Rights" which is every Tuesday at 1:00 p.m. and every Saturday at 2:30 p.m. on KAAM 770 AM. Podcasts of the shows are available on our website. If you want a question to be addressed on a future show, please mention the same on our website, and we'll discuss the relevant topics.

Neither Ricker Retirement Specialists nor their representatives nor Tom Clark nor Jay Kaplan nor Bruce Lewin are associated or affiliated with Michael B. Cohen & Associates.
IS ESTATE TAX REPEAL ON THE HORIZON WITH TRUMP’S ELECTION?

Donald Trump’s election will likely result in a proposal to eliminate estate tax as part of an overall tax reform package.

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2017 PROTECTED RESOURCE AMOUNT INCREASE – GOVERNMENT HELPS PAY NURSING HOME COST

Although not officially released, projections for the 2017 Protected Resource Amount (“PRA”) dollar figures can now be estimated in light of the cost of living adjustment recently made.

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SHOULD I RULE FROM THE GRAVE?

You may or may not be concerned with what your heirs or charitable organizations may do with the assets that they inherit from you, but a recent case in New Hampshire has enraged many connected with the University of New Hampshire.

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NURSING HOME MEDICAID INCOME CAP TO RISE

As many of you know, Texas is an income cap state in connection with long-term care Medicaid eligibility.

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5 Things to Know to Reduce Your Tax on Capital Gains

The one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here's what you need to know to do such planning.

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It's Time to Reassess Your Medicare Choices

Are your Medicare plans still working for you? Medicare's open enrollment period, in which you can enroll in or switch plans, runs from October 15 to December 7.

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States Begin Offering State-Run Retirement Plans

Workers in some states will soon have another option to save for retirement. Several states are establishing state-run retirement plans for workers who do not have a plan through their employer.

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