March 2017

 

"Try to be a rainbow in someone's cloud" ~ Maya Angelou


Message From Peter

I will be speaking at a State Bar Seminar, discussing Special Needs Trusts, on April 7th, in Madison.  This will be a seminar intended for Attorneys across the state, and presented both live, and saved as a webinar.  


Things to Remember at Tax Time

Tax day is fast approaching and you want to make sure you're taking advantage of all the deductions you're entitled to.

More

Trump Delays Rule That Retirement Advisers Put Their Client's Interests Ahead of Their Own

President Trump signed an executive order calling for a review of the fiduciary rule that was intended to prevent financial advisers from steering their clients to bad retirement investments.

Details

New Book Offers Guidance Through the Medicare Maze

The Medicare program has become so complex that expert guidance is almost essential. That’s where Get What’s Yours for Medicare comes in.  

Read More

Hospitals Now Must Provide Notice About Observation Status

All hospitals must now give Medicare recipients notice when they are in the hospital under observation status. The notice requirement is part of a law enacted in 2015 but that just took effect.

Read More

If I Become My Mom's Guardian and Let Her Remain at Home, Am I Responsible for Her Actions?

I am considering guardianship for my 87-year-old mom, who has dementia. She lives alone but has been advised by her doctor many times that she should not be alone. She refuses any help from "home health nursing agencies" and she will not consider moving o

Read More

Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?

Full Story

Costs of Some New Long-Term Care Insurance Policies Rise in Latest Survey

A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the 2017 Long Term Care Insurance Price Index.

Read On