Monthly Archives: November 2014

VA Changes coming in 2016!

Aid and Attendance is a little known Veterans Administration benefit that is available to veterans or their surviving spouses who are at least sixty-five years of age to assist them with the cost of in-home care, assisted living, and nursing

Posted in 2014 Newsletter, Aid and Attendance, Veterans Benefits

Residential Property Tax Relief Coming December 31, 2014

Under Proposal A, passed in the mid-1990s, the taxable value of a parcel of property cannot increase from one year to the next by more than five percent or the increase in the consumer price index, whichever is lower. However,

Posted in 2014 Newsletter

Medicaid and SBO Trusts

The Department of Human Services has begun denying eligibility in Medicaid long term care cases in which there is a married person, and in which assets were placed in a so-called “solely for the benefit” trust (SBO trust). The SBO

Posted in 2014 Newsletter, Medicaid, Trusts

Protecting IRAs for Heirs

IRAs and other retirement accounts have grown to become a substantial portion, if not the largest portion, of most of our older client’s estates. Part of the reason for the growth in IRAs has been their preferred treatment under income

Posted in 2014 Newsletter, Inheritance

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Blood & Money

"Inheritance disputes are not so much about money. People fight over the love they feel they did not receive.”

Psychiatrist/Author
Reuven Bar-Levav, M.D.

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