November
21
Webinar:
Probate 101

Resources

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Article
Low-Income Housing for People with Disabilities
People with disabilities are disproportionately low-income. Like many other marginalized communities, people with disabilities are being priced out of many neighborhoods, especially in large metropolitan centers, as rental prices continue to skyrocket and affordable housing stocks dwindle.
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Article
Life Insurance Can Still Play a Key Role As Part of an Estate Plan
Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.
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Article
If Your Child Receives SSI and Is Turning 18, It’s Time to Talk to Your Special Needs Planner
If your child receives Supplemental Security Income (SSI) benefits and is going to turn 18, you should talk with your special needs planner about some important changes that could significantly impact your child’s SSI benefit.
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Article
Nursing Home Residents Win Back Right to Sue
In recent years, nursing homes have increasingly asked — or forced — patients and their families to sign arbitration agreements prior to admission. By signing these agreements, patients or family members give up their right to sue if they believe the nursing home was responsible for injuries or the patient’s death.
A parent holding their smiling child in a swimming pool
Article
Typical Social Security Recipient Will Get $4 Benefit Increase in 2017
In 2017, Social Security benefits will increase by 0.3%, resulting in a $4 monthly rise for the average recipient. However, higher Medicare Part B premiums may offset this gain.
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Article
What Is a Life Estate?
The phrase “life estate” often comes up in discussions of estate and Medicaid planning, but what exactly does it mean?
A parent holding their smiling child in a swimming pool
Article
Top Tips to Avoid Caregiver Burnout
One constant thing we see daily in our office when family members are confronted with the task of caring for their loved ones is caregiver burnout. As the population ages and more adults are finding themselves having to juggle their lives while caring for an aging parent, the number of people acting as caregivers for their parents has skyrocketed.
A parent holding their smiling child in a swimming pool
Article
Execute a Power of Attorney Before It's Too Late
A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases. This crucial document allows a person you appoint — your “attorney-in-fact” or “agent” — to act in place of you — the “principal” — for financial purposes when and if you ever become incapacitated due to dementia or some other reason.
A parent holding their smiling child in a swimming pool
Article
ABLE Accounts Now Available in Four States; Three Are Open to Out-of-State Beneficiaries
Two years after the passage of the Achieving a Better Life Experience (ABLE) Act, four states — Florida, Nebraska, Ohio and Tennessee -– have ABLE plans up and running, and all but Florida allow out-of-state beneficiaries to open accounts.
Webinar
Preparing For and Managing Supplemental Security Income Benefits
Navigating Supplemental Security Income (SSI) benefits can be complex, but understanding the process is crucial for securing the financial well-being of a loved one with special needs.
Webinar
Guardianship vs. Power of Attorney
Deciding between guardianship and power of attorney is an important decision that can significantly impact the care and protection of a loved one. In this webinar, we will guide you through the key differences between these two legal tools and explain when each is appropriate.
Webinar
What Every Parent Should Know About Protecting College-Bound Children
From birth until age 18, parents have the authority to make all medical and financial decisions for their children. However, once your child turns 18, they are considered legal adults, entitled to privacy and protection of their personal information.
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