Wednesday, December 20, 2023

Unpacking Trustees- Primary, Successor, and Special Trustees, Trust Protectors and More

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A typical Trust document will refer to a Trustee (sometimes referred to as an Original or Primary Trustee) and a Successor Trustee.  These t...
Thursday, November 16, 2023

Looking Ahead to 2026- Estate Tax Exemption Sunset and Current Planning Opportunities

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The estate and gift tax exemption amounts will decrease at the end of 2025. Decreasing the exemption amounts is tantamount to an increase in...
Monday, August 28, 2023

CMS Proposal Embraces Aging in Place; Medicare Would Train Home Caregivers

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A new proposal from the Centers for Medicare & Medicaid Services (CMS) offers to support family, friends, and neighbors who care for fra...
Wednesday, August 16, 2023

SSI Application Process Streamlined by SSA

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The Social Security Administration (SSA)  issued a notice  in August 2023 announcing its plan to   embark "on a multi-year effort to si...
Thursday, July 20, 2023

U.S. Supreme Court Rules Tax Foreclosure Sale Surplus Retention Unconstitutional

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The elderly are often vulnerable to punitive home foreclosures.  The United States Supreme Court has handed down a decision ruling in favor ...
Thursday, June 8, 2023

"Do It Yourself" Estate Plans Mean Risk

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Attorney Virginia Hammerle has penned an excellent article, entitled, " Assuming Risk of DIY Estate Planning ," for the Dallas Mor...
Wednesday, April 12, 2023

Shocking Claim- "Comatose People to be Declared Dead for Use as Organ Donors."

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A recent article warns that proposed changes to medical standards regarding end of life determinations mean that, " Comatose People to ...
Wednesday, February 8, 2023

Biden Administration Targets Nursing Home Quality and Aging in Place Alternatives

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President Joe Biden’s second State of the Union (SOTU) address Tuesday night included mention of the Administration's efforts to make nu...