Newsletters
Below you will find copies of our E-Newsletters. Each contains valuable Estate Planning information.
July 2006 - This issue contains information on: Proof of Citizenship Needed for Medicaid Applications or Renewals, What to Do When Medicare Says "No", How to Prepare When Elderly Parents Move in With Adult Children, and more...
June 2006 - This issue contains information on: Fighting an Assisted Living Discharge, New Tax Law Includes Changes to Roth IRAs and Capital Gains Taxes, Medicare HMO Lock-In to Take Effect July 1st, and more...
April 2006 - This issue contains information on: Consumer Group Sues Over "Law" Changing Medicaid Rules, Study Finds Wide Variation in Projected Need For Long-Term Care, New Transfer Rules Change Long-Term Care Insurance Purchasing Decisions, and more...
March 2006 - This issue contains information on: Law Restricting Medicaid Transfers Is In Legal and Legislative Limbo, New Reports Suggest Asset Transfer Changes Won't Ease Pressure on Medicaid LTC Services, Book Review: IRAs, 401(k)s & Other Retirement Plans, and more...
December 2005 - This issue contains information on: House Approves Bill Substantially Changing Asset Transfer Rules, Worksheet Helps Beneficiaries Compare Medicare Drug Plans, Book Review: How to Care for Aging Parents, and more...