Articles
How to Open a Safe Deposit Box After the Death of a Loved One
What do you do when a loved one passes away and you need to open their safe deposit box? Often, a will, burial plot deed, funeral arrangements, or other time sensitive documents are stored inside of the safe deposit box and need to be...
FEMA to Provide Financial Assistance for Covid-19 Related Funeral Expenses
Through the Coronavirus Response and Relief Supplemental Appropriations Act of 2021, and the American Rescue Plan Act of 2021, FEMA is providing financial assistance for funeral expenses incurred due to Covid-19 deaths within the...
Proper Estate Planning for the Non-U.S. Spouse
Traditional estate planning is a necessity for all couples in the event of a tragedy. No matter your age, a married couple should consult with an estate planning professional to prepare legal documentation should the need arise. For...
Keeping Ahead of The Curve
As advances in medicine are made, life expectancy in the United States, according to the Center of Disease Control (CDC), is currently at 78.7 years. That number represents a population of the nation considered “able” and somewhat...
LAST MONTH TO MAKE EXEMPT TRANSFERS FOR HOME CARE/COMMUNITY MEDICAID
Previously we advised that under the new Medicaid law, effective October 1, 2020, there will be a 2 ½ year look-back period for Community (Home Care) Medicaid. Community Medicaid includes, among other things, home health...
IRS Changes Rule to RMDs
Under the CARES Act, the requirement to take your required minimum distribution (RMD) for 2020 was temporarily suspended, but limited the non-penalty repayment to those who already took their RMD between a limited number of days (60...
COVID-19 Procedures Update
As your health and safety are our primary concern, our law office has implemented the following procedures to protect everyone: All persons entering the office suite are required to wear masks. Gloves are optional. If you do not...
Important changes to Home Care (community) Medicaid
Effective October 1, 2020, Home Care (community) Medicaid will change to require a full financial review for the 2.5 years immediately prior to the requested pick up (start) date and impose transfer penalties, similar to those for...