The Manchester Living Podcast’s Brian Levy recently hosted Jeff Kort, a Dallas-area financial advisor, and myself, Steve Holman, to discuss the ins and outs of elder law. You can watch the video right here, or look below for 5 important takeaways from our conversation.
A QIT is a special type of trust for seniors in need of long-term care whose income exceeds Medicaid caps. A trust allows a third party (trustee) to hold assets on behalf of a beneficiary.
A recent report was issued that reviewed a number of state’s Medicaid Assisted Living Waiver Program. These programs provide Medicaid …
How to Pay for Assisted Living – Medicaid’s Assisted Living Waiver Program Read More »
Life expectancy in the United States has continued an upward trend over the last several decades. The average life expectancy …
70% of individuals 65 years old will need some form of long term care during their lifetime.[i] For those 70% …
70% Chance a 65-Year Old will need Long Term Care – if You’re Married, it’s Higher Read More »
Congress passed the Tax Cuts and Jobs Act in December of 2017 which is aimed at cutting taxes for corporations …
Don’t Forget About the New Tax Code When Filing Your 2018 Tax Return Read More »
Long Term Care Payment Options Continue to be Limited The Wall Street Journal continues to report on the struggles of …
How Are You Thinking About Long-Term Care Costs in Estate Planning Read More »