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Can My Nursing Home Take My Stimulus Check?

By | Finances, Medi-Cal Planning

Can My Nursing Home Take My Stimulus Check? Many people and households suffered serious financial losses due to the COVID-19 pandemic. In response, the federal government passed the Coronavirus Aid, Relief, and. Economic Security (CARES) Act, which, in part, provided stimulus checks to millions of Americans. Each adult who earned…

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When should you review your estate plan?

By | Blog Home, Estate Planning

Reviewing your estate plan will alert you to any changes that need to be addressed. For example, you may need to make changes to your plan to ensure it meets all of your goals, or when an executor, trustee, or guardian can no longer serve in that capacity. You’ll probably want to do a quick review each year, because changes in the economy and in the tax code often occur on a yearly basis. Every five years, do a more thorough review.

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The New Linux – Easier than Windows!

By | Misc, Uncategorized

The greatest generation and baby boomers didn’t grow with computer technology, so sometimes it is difficult for seniors to work with computers. It’s hard to understand the hardware, operating systems, and software. Windows seems to be getting more complicated with each new release. If you are setting up a new computer or want to try something easier to use, perhaps you should consider Linux as the operating system for you.

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Watch Your Wallet! Medical Deductions (Part 2 of 2)

By | Blog Home, Finances

In our last article we provided some ways in which you can make medical bills, nursing home care, and special needs or age related home additions and modifications work for you to save money on taxes.Here are some more ideas for tax deductions, including alternative medicine, and services for special needs care. We shall explore timing your expenses for maximum deductions as well as other entities like a special needs trust.

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