January 2018

January Super Moon 2018
Photo credit:  Bill Feilix

Message From Peter

We hope that you all enjoyed the holidays.  January roared in with many days of sub-zero temperatures.  Hopefully everyone managed to get through it keeping relatively warm.  

This is the time of year when many people have income taxes on their mind, not only because of the passage of major tax reforms, along with some of the uncertainty of what that will mean; but also with collecting W2 statements, 1099 forms, etc., in order to get ready to complete your income taxes, for 2017.  Many people use this time as an opportunity to organize both their finances, and also to make sure that their estate planning documents are up-to-date and in good order.  We look forward to seeing you in the coming new year.  

This month I will be a speaker at an advanced program for Elder Law Attorneys.  This program is always well attended by attorneys from across the state and it is an honor for me to be able to share information on various important topics. 

How Will the New Tax Law Affect You?

While most of the new tax law has to do with reducing the corporate tax rate from 35 percent to 21 percent, some provisions relate to individual taxpayers, including changes to the estate tax and 529 accounts.


Spending Down Assets to Qualify for Medicaid

Medicaid has strict asset rules that compel many applicants to "spend down" their assets before they can qualify for coverage. It is important to know what you can spend your money on without endangering Medicaid eligibility.

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What Happens When a Nursing Home Closes?

A nursing home closure can be traumatic for residents who are forced to move. While there may not be much that can be done to prevent a closure, residents do have some rights.

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AARP Sues California Nursing Home Over Resident Dumping

The legal wing of the AARP is suing a California nursing home that refused to readmit a resident whom the nursing home had sent to the hospital. The nursing home's actions are part of growing trend of resident dumping, according to the AARP.

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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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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.