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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.
CALL TO ACTION: Help us preserve ADHC/CBAS services for today, tomorrow, and in the years to come!
On behalf of Lisa Bryant of The Law Offices of Lisa C. Bryant, Inc. posted in Health & Wellness on Monday, May 15st, 2017.
Spring is here, and that means California farmers markets are open. These local markets are a great way to get fresh veggies and nutrition for seniors.
A living trust is a legal document that serves you during life if you become incapacitated and at your death.
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.
On March 13, 2020, the Centers for Medicare and Medicaid Services (“CMS”), which regulates most skilled nursing homes, issued strict guidelines on visitation of skilled nursing facilities. Learn more before planning a visit.
Fraudsters are getting more and more creative. It is important to understand some of the common ways these individuals try to steal your information and even your tax refund! Learn how to protect yourself from this tragedy.
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.
Are you ready for tax season? Learn about some tax tips that could put more money in your pocket! Besides the relatively familiar expenses of doctors, dentists and prescription medicines, here are some other costs that you can deduct. Part 1 in a 2 part series.
The benefits of having a SNT are many and taxes are only a part of it. Other benefits include the ability to keep needs-based public benefits, appropriate financial and asset management, and identifying individuals and/or corporate fiduciaries to administer the assets and advocate for the benefit of the special needs person.