December 2017

Here's a shout out to one of the most festive homes in town.  Your holiday spirit makes us smile.  Thank you!

Message From Peter

As I write this message, the US Congress is poised to vote on tax reform; what ever you think about the proposed tax reform, the only thing certain is that it will represent a very significant change.  Good or bad, people will need to seriously reconsider estate planning documents, long range planning, financial planning, health care planning, nursing home planning, and the list goes on.  

Putting all of that aside for the moment, we would like to take this time to wish you and your family the very best of holidays and a Merry Christmas.

Please note that our office will be closed Monday, December 25th and Tuesday December 26th for Christmas.  We will also be closed at noon on Friday December 29th and all day on Monday January 1st for New Years.  Stay warm and be safe this holiday season.

Medicare's Part B Premium Will Be Unchanged in 2018, But Many Will Pay More. Got That?

The announcement of the 2018 Medicare premium is good news for some beneficiaries and bad news for many others. 


Two Popular Medigap Plans Are Ending. Should You Enroll While You Can?

If you will soon turn 65 and be applying for Medicare, you should carefully consider which Medigap policy to enroll in because two of the most popular plans will be ending soon. In 2020, Medicare beneficiaries will no longer be able to enroll in Plans F and C.

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You Can Give Away More Tax Free in 2018

After staying the same for five years, the amount you can give away to any one individual in a particular year without reporting the gift will increase in 2018. Very few taxpayers will have to pay a gift tax in any case.

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Medicare Launches Hospice Compare Website

Patients looking for hospice care can now get help from Medicare’s website. The agency’s new Hospice Compare site allows patients to evaluate hospice providers according to several criteria.

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Three Reasons Why Giving Your House to Your Children Isn't the Best Way to Protect It From Medicaid

You may be afraid of losing your home if you have to enter a nursing home and apply for Medicaid. While this fear is well-founded, transferring the home to your children is usually not the best way to protect it.

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Use Your Will to Dictate How to Pay Your Debts

The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay money that you owe.

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