2022 Spousal Impoverishment and Home Equity Figures Released

The Centers for Medicare and Medicaid Services (CMS) has released its Spousal Impoverishment Standards for 2022.  The spousal impoverishment thresholds will increase 5.4 percent over 2021’s figures. The official spousal impoverishment allowances for 2022 are as...

Medicare Premiums to Increase Dramatically in 2022

Medicare premiums are rising sharply next year, cutting into the large Social Security cost-of-living increase. The basic monthly premium will jump 15.5 percent, or $21.60, from $148.50 to $170.10 a month. The Centers for Medicare and Medicaid Services (CMS) announced...

Is It Possible to Put a Retirement Plan in a Special Needs Trust?

Retirement plans often make up a significant portion of the assets of parents of children with special needs, or of individuals who have become disabled as adults.  In such cases, the question arises as to whether the retirement plan can be put into a special needs...