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The Trump Policy Analysis Group (TPAG) – Focusing on Older Americans and those with Special Needs

The Trump Policy Analysis Group (TPAG) [1]  has convened to consider probable changes in law that will affect older Americans and those with special needs. Initial TPAG focus is on entitlements, public benefits, tax, special needs planning, and veterans’ benefits. We…

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Organizational Apps That Help You Move & More!

Organizational Apps That Help You Move & More!Our practice produces many important documents for elderly clients. Clients may forget where these documents are located within their home, lose track of the documents’ location over the course of a move, or may pass on without sharing the actual documents (or their location) with their children, executor, or guardian.

There are a few smartphone apps that can assist individuals and families to keep track of important documents such as wills or advanced directives (healthcare proxy, etc.). This tool works in conjunction with the app’s ability to catalog the contents of entire homes. This umbrella function helps with ongoing organizational efforts as well as moving assistance.  

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Caring for a Child with Special Needs? You May Be Eligible for Early Social Security Benefits

Caring for a Child with Special Needs? You May Be Eligible for Early Social Security BenefitsCaring for a child with special needs requires many resources, one of which may be Social Security Disability Insurance (SSDI).

When a parent of a child with special needs retires and begins receiving Social Security retirement benefits, the child may qualify for SSDI. A lesser known provision in the Social Security regulation allows the spouse of the retiree to also receive Social Security benefits regardless of whether they are of retirement age or not—so long as they are caring for the child with special needs at home.

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What You Need to Know About the Medicaid 5-Year Lookback

What You Need to Know about the Medicaid 5 Year LookbackMany people that I meet have either heard of or think they know something about Medicaid’s 5-year lookback rule, but most people do not know exactly what it means. For example, they may not realize that there are certain transfers (gifts) during that 5-year period that don’t have any impact on Medicaid eligibility. These are called exempt transfers.

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Rest Assured, Your Social Security Benefit Information Is Still Readily Available

Rest Assured, Your Social Security Benefit Information Is Still Readily AvailableNo matter how much we try to focus on taking things day by day, the uncertainty of the future always seems to linger in the back of our minds. We worry about things like:

  • If I get hurt and can no longer work, how much will I receive in Social Security Disability?
  • Once I decide to retire, will my Social Security retirement cover my daily living expenses?
  • If I am no longer here to support my family, will my family be able to live off my Social Security?
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