We’ve just released out October 2019 newsletter from R. F. Meyer & Associates. This edition of our digital newsletter includes articles about: Using trusts in Medicaid planning; When to start taking Social Security; Things to look for when purchasing an annuity,...
In order to be eligible for Medicaid, you cannot have recently transferred assets. Congress does not want you to move into a nursing home on Monday, give all your money to your children (or whomever) on Tuesday, and qualify for Medicaid on Wednesday. So it has imposed...
Making sure your end-of-life wishes are followed no matter where you happen to be is important. If you move to a different state or split your time between one or more states, you should make sure your advance directive is valid in all the states you frequent. An...
Earlier today we released the September 2019 newsletter from R.F. Meyer & Associates. This edition contains three informative articles about Medicaid rules on the coverage of long-term care in nursing homes, and a fourth about important estate planning...
Today we released the August client newsletter from R.F. Meyer & Associates. We also post the newsletter here in our blog on ElderLaw.US for those who don’t receive the newsletter by email. Topics of the newsletter articles this month include taxes for...
Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin withdrawing a minimum amount from your non-Roth Individual Retirement Account (IRA) or 401(k) accounts. These withdrawals are called required minimum distributions...
