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Our Blog

Welcome to the blog of R. F. Meyer & Associates, where we share company news and informative articles related to our Elder Law, Probate and Estate Planning legal practice.

CARES’ Early Withdrawals Penalty Waiver Expires Dec. 31

CARES’ Early Withdrawals Penalty Waiver Expires Dec. 31

If you are experiencing financial hardship due to the coronavirus pandemic, you may want to consider withdrawing money from your retirement account while you still can without penalty. The CARES Act special exemption allowing early withdrawals without a penalty ends...

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Husbands Often Omit Wives in Social Security Planning

Husbands Often Omit Wives in Social Security Planning

The amount of Social Security benefits a surviving spouse receives depends, in part, on when their deceased spouse began claiming benefits. However, husbands usually don’t take survivor’s benefits into account when claiming benefits, according to a recent study,...

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Receiving an Inheritance While on Medicaid

Receiving an Inheritance While on Medicaid

For most people, receiving an inheritance is something good, but for a nursing home resident on Medicaid, an inheritance may not be such welcome news. Medicaid has strict income and resource limits, so an inheritance can make a Medicaid recipient ineligible for...

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How to Fix a Required Minimum Distribution Mistake

How to Fix a Required Minimum Distribution Mistake

The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty.   If you have a tax-deferred...

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Modest Social Security increase on tap for 2021

Modest Social Security increase on tap for 2021

The Social Security Administration has announced a 1.3 percent rise in benefits in 2021, an increase even smaller than last year’s. Cost-of-living increases are tied to the consumer price index, and a modest upturn in inflation rates and gas prices means Social...

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Newsletter urges estate planning checkup

Newsletter urges estate planning checkup

Dear Clients and Referral Partners, Earlier today we issued our November 2020 edition of the R. F. Meyer & Associates e-newsletter. If you did not receive it by email, please find a link below to download the full PDF version from our website. With the calendar...

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Medicare May Cover Extra 100 Days of Skilled Nursing

Medicare May Cover Extra 100 Days of Skilled Nursing

The COVID-19 pandemic has been particularly devastating for nursing homes and their residents. Aside from the tragically disproportionate loss of life, care for surviving residents has been delayed or interrupted due to infection, facility lockdowns or other health...

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Support the re-election of Probate Judge Montgomery

Support the re-election of Probate Judge Montgomery

Dear Clients and Referral Partners, With just eight days until Election Day, it is estimated that more than 25 percent of the vote in Ohio already has been cast in early in-person and absentee voting. But should you be among those still planning to head to the polls...

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