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Medicare

What Do I Need to Do During Medicare Open Enrollment?

It’s hard to escape the Medicare ads that fill the airways each fall, when insurance companies vie for beneficiaries’ attention during the annual open enrollment period. Running from Oct. 15 through Dec. 7, this period is when the more than 63 million Medicare beneficiaries can pick a new Medicare Part D drug plan, a new Medicare Advantage plan, or switch from Original Medicare into a Medicare Advantage plan or vice versa.

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Federal Estate Tax Exemption

What Is Probate?

The probate process gets a bad reputation, but it’s the reality many families will face. It is a process that can function well for some small estates.

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Life Estate

What is a ‘Property Trust’?

Trusts are useful financial tools, often used for the purpose of planning an estate. A trust is essentially a legal framework into which ownership of assets can be placed. These assets can include financial products like stocks and bonds, or it can include real physical property, like land, jewelry or vehicles.

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Estate Planning

Estate Planning Mistakes to Avoid

According to a Caring.com survey, only 4 in 10 American adults have a will or a living trust. And what may be even more surprising is that younger adults are outpacing their middle-aged and older counterparts when it comes to estate planning.

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Bypass Trust

How Does Medicaid Count Assets?

Although the Medicaid system may be a generally recognized public benefit, the intricacies of the program usually do not become relevant to individuals, until they face the need to use it.

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Elder Law Attorney

What are Latest Trends in Senior Care Facility Design?

The senior care industry has undergone tremendous change recently. While senior care operations may be reshaped and reimagined, the same is occurring to the physical buildings and layouts of senior care communities. New trends are emerging, many of which will likely have a lasting impact on the industry.

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