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In last week’s post I reviewed the changes to retirement accounts under a new law called the SECURE Act.  I started with the positive changes but not all about the new law is a plus.  The SECURE Act severely limits the ability of retirement account beneficiaries to stretch out the

Just before the holidays last month, Congress passed and President Trump signed into law significant changes to retirement accounts that affects owners and beneficiaries of tax deferred retirement accounts including IRAs and 401ks.  Known as the SECURE Act (Setting Every Community Up for Retirement Enhancement Act), it became effective 1/1/2020.  While some of the

In last week’s post I started telling you about Mary’s call concerning her stepmom, June. Mary’s dad had recently died leaving her with the responsibility of caring for June. He also left June with ¼ of his estate per his will which she knew would not last very long, approximately

Most people don’t prepare well for the possibility of needing long term care. This story is no different but with the right steps, guidance and a lot of work this story shows what can be accomplished. Mary called us after her dad died. She wasn’t calling because she needed help with

I wrote about this decision here six and a half years ago. (Blog posts 3-25-13 and 4-1-13) The case is Jimmo vs. Sebelius and it corrected the misapplication of Medicare rules concerning coverage for rehabilitation services and therapy. The standard that had been applied for many years was whether the

In my 11/4/19 post, I disclosed some of the important numbers that change year to year with respect to the Medicaid and VA Aid and Attendance programs that we work to obtain for many of our clients.  Here are the rest of the important numbers as well as 2020 Medicare

In last week’s post I discussed lesser known facilities that provide some level of long term care. One is a residential health care facility and another is a dementia care facility. They are categorized differently by the State of New Jersey for licensing purposes. But paying for them can also