Wednesday, June 12, 2024

Identity Theft: Credit Monitoring and Freezes (With Links to Credit Agencies)

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While you can never definitively protect yourself from identity theft, there are steps you can take that make it harder for criminals to acc...
Wednesday, January 17, 2024

Nursing Homes Found Guilty in Criminal Understaffing Case= Individual Defendants Acquitted

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In a rare case in which a nursing home business faced criminal charges over staffing misconduct, two Pennsylvania facilities owned by Compre...
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...