February 2024

A Seniors Guide to Estate Planning

Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will. Even fewer have designated powers of attorney, a living will, or health care directives.

Medicaid Planning Protects Your Home

Your most valuable property may be your home. You likely want your children to inherit that value when you pass away. However, you may also have concerns about planning for the future, especially if you need long-term care.

A Parent's Situation Can Shift Child's SSI to SSDI Benefits

Because of their disability, a person receiving SSI may not have worked long enough to qualify for SSDI benefits, but may begin receiving SSDI benefits if a parent retires, becomes disabled, or passes away.

Planning for Children and Adult Children With Special Needs

Making plans that address your child's experience while living with certain impairments requires careful thought and planning. When looking toward their future, consider your child's ability to make decisions and find the resources they will need.

Medicare Benefits 2024: 5 Positive Changes for Seniors

Although 2024 Medicare premiums are seeing an increase, there are nevertheless a few bright spots. Starting on January 1, 2024, Medicare enrollees may be pleased to hear about several positive changes taking place.

Are You a Family Caregiver? New Bill Seeks to Lower Costs

Recently proposed legislation seeks to offer financial relief for unpaid family caregivers. The Lowering Costs for Caregivers Act of 2023 is the result of a bipartisan effort to lessen the costs of family caregiving.

Lifetime Money Management for Children With Disabilities