Resources

When people retire they often have more time to travel. Although Medicare coverage is generally not available when beneficiaries are overseas, what about coverage for those exploring our own varied and scenic land?

Passing down a Roth IRA can seem like a good idea, but it doesn’t always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences.

Seniors with pricier homes now have an increased ability to get a jumbo reverse mortgage in order to raise cash for retirement. As the housing market has improved, jumbo reverse mortgages are becoming more popular even though they carry some risk.

It turns out that some Medicare-age people are having important decisions about Medicare made for them, often without their knowledge.

While it is illegal for a nursing home to discriminate against a Medicaid recipient, it still happens. To prevent such discrimination, nursing home residents and their families need to know their rights.

Saying that there has been “undue influence” is often used as a reason to contest a will or estate plan, but what does it mean?

In many states, seniors have the right to decline jury duty based on their age. But the age limits and rules vary by state and by type of court, so if you are summoned for jury duty, check with the court to determine if you are exempt.

Although voting is the hallmark of a democracy, it isn’t easy if you are in a long-term care facility. Nursing home residents face several challenges to voting, from registering to vote to actually casting a ballot.

Serving as a trustee of a special needs trust can be a time-consuming and complicated job, which is why trustees are almost always entitled to compensation for their services. Payment of trustees usually takes one of two forms — either a flat fee based on a percentage of the trust’s assets or an hourly rate — and the method of compensation usually depends on who is serving as trustee.

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.

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.

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.