On November 9, 2018, the Deputy Administrator and Director of the Centers for Medicare and Medicaid Services issued a notice…
Tag: HSUS
Financial Industry Issues New Rules to Protect The Elderly
As a follow-up to our Elder Abuse series, we are pleased to inform you of some new rules issued for…
Will You Outlive Your Nest Egg?
As Generation X approaches its retirement years and the Baby Boomer generation is in the midst of theirs, this question…
IRS Announces Refunds and Credits for Some Veterans
On July 11, 2018, the IRS announced in IR-2018-148 that certain veterans who received disability severance payments after January 17,…
Determining How Much of Your Social Security Benefits are Taxable
Over the years, clients have often asked whether or not their Social Security benefits are taxable. The answer is that…
Avoiding Guardianship/Conservatorship
Recently, I was struck by what we have been seeing in our office much more frequently: clients coming in for…
Will Medicaid Take My House?
We hear this question all the time: “If I apply for Medicaid, will they take my house?” The answer is…
Planning for Small Business Owners Is Critically Important
At times we all fall victim to focusing on the present at the expense of planning for the future. Many business owners continually focus on the daily, monthly, quarterly, and annual goals of the business and often do not consider…
Understanding a Resident’s Transfer and Discharge Rights under the Nursing Home Reform Act
One of the most frequent issues I face revolves around the discharge of a resident from a nursing home. Often times, an agent or advocate visits my office with a concern, because their loved one is being discharged from the…
