Shana and I recently had a new client, “Jane,” that came to see us because she was concerned about her elderly parents. Both are in their 90s and although they are still living independently, she is noticing both a physical and cognitive decline in both. » Read More
The SECURE Act signed into law last week is the most important retirement legislation in over a decade.
The overall goal of the SECURE Act was to make saving for retirement easier and more affordable.
Approximately 20% of adults in the United States provide care to their parents or other adult family members. These caregivers provide an astonishing 34 billion hours of unpaid care.
It’s that time of year: holiday music, traffic, and annual pilgrimages to see parents, aunts, and uncles who live far away. As more seniors are living longer, more are living alone. This increases their risk of abuse and neglect.
The holidays are a good time to check on our loved ones and assess what assistance they might need to safely age in their homes.» Read More
Many seniors have paid for life insurance for decades only to realize they do not really need it as they get older.
I find that some clients continue to pay premiums for life insurance just because they always have and no one ever discussed the issue with them.» Read More
The Commonwealth Court of Pennsylvania has determined that Medicaid was appropriately denied based on transfers to the applicant’s son and Power of Attorney made to himself. (Brenckman v. Dept. Human Services, 443 C.D. 2018 (October 1, 2019)).
The federal Centers for Medicare and Medicaid Services (CMS) have implemented new rules for Medicare reimbursement of skilled care in a nursing home.
1. Emotional investment is different from a professional one.
I have been a Geriatric Social Worker for many years. A large part of my work with clients is helping them to plan for serious illness and supporting and advocating for them in hospitals and nursing homes.» Read More
Your elderly client calls you and asks you to wire $20,000 to a non-family member. When you ask what the payment is for, he gives vague answers or gets defensive. Or you are preparing a long-time client’s taxes and it appears that she is taking much larger than normal distributions.» Read More
In August, the Department of Homeland Security issued the final version of its revised “Public Charge” regulation. This rule is scheduled to go into effect in October, although legal challenges are expected.
If implemented, the rule could have devastating effects on individuals with disabilities and seniors who are immigrants, as well as those who rely on caregivers who are immigrants.» Read More