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Posts Categorized: Financial Planning

Are the proceeds from a reverse mortgage viewed as “countable asset” by Medicaid when making application?

This is another of the featured questions I authored for www.eldercarematters.com. I was given the honor of being named their inaugural national elder care expert of the week.

February 18, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning, Medicaid Planning, Trusts & Estates

Roth IRAs offer powerful planning opportunities

Roth IRAs offer some great planning opportunities, largely centered around the fact that they do not entail “required minimum distributions.”

February 14, 2011 Current Affairs, Estate Planning, Financial Planning, Retirement Planning, Trusts & Estates

The Latest Long-Term Care Snafu

Long-Term Care planning can be both daunting and difficult. There are many traps for the unwary, but there are also some very good resources available to assist in the process of choosing the right approach.

January 28, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning, Medicaid Planning, Retirement Planning, Supplemental Needs Planning

Coping with the high cost of higher education (part 2)

Here’s a great comment shared by a friend about coping with college expenses.

January 13, 2011 Current Affairs, Estate Planning, Financial Planning

Planning for the high cost of higher education

There is a lot of financial aid out there for college students. But it may come with tax implications.

Current Affairs, Estate Planning, Financial Planning

5 Ways to Make Healthcare Reform Work for Your Small Business

Controlling health care costs in a climate of dramatic change is a real challenge for small businesses. Here are some pointers on how to do that.

January 11, 2011 Current Affairs, Estate Planning, Financial Planning

Keeping PACE with Elder Care Costs

PACE is a little-known program that may offer promising alternatives for elder care.

January 5, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning, Medicaid Planning, Special Needs Planning, Supplemental Needs Planning, Trustees, Trusts & Estates

Small Business Changes for 2011

The start of the new year ushers in a series of regulatory, compliance, and tax changes that could potentially affect your small business.

January 4, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning

So what’s in store for the economy in 2011?

From The Wall Street Journal (12/26/10) “The 2011 Economic Outlook – and What it Means for You”: anyone expecting those (tax) gifts from Washington to lift the cloud of uncertainty hanging over the U.S. economy will be disappointed. If anything, the outlook is hazier than ever.

January 3, 2011 Asset Preservation, Current Affairs, Estate Planning, Financial Planning, Retirement Planning

Portability: a Good Idea but Will it Last?

Estate tax exclusion “portability” is a nice idea, but dangerous if you don’t understand its implications.

December 30, 2010 Asset Preservation, Current Affairs, Estate Administration, Estate Planning, Estate Taxes, Financial Planning, Trustees, Trusts & Estates


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