Estate Planning Focus: Joint Accounts

This is a difficult question and one reason to avoid joint accounts. While joint accounts permit the joint owner to manage financial affairs for the original owner, they also remain the joint owner’s property when the original owner passes away. However, in many cases...

You May Be Overestimating Your Social Security Benefits

Studies have found that workers overestimate how much they will receive in Social Security benefits when they retire. Having a good understanding of the realities can help you plan for retirement. Researchers from the University of Michigan studied the expectations of...

The Need for Medicaid Planning

One of the greatest fears of older Americans is that they may end up in a nursing home. While we are blessed with excellent skilled nursing communities in the Kansas City area, these options may not be found everywhere. Transitioning to a skilled nursing community not...

Supreme Court Agrees to Hear Florida Medicaid Reimbursement Case

The U.S. Supreme Court has agreed to decide whether Florida can seek reimbursement for Medicaid payments it made on a recipient’s behalf from portions of the recipient’s personal injury settlement that are allocated to future medical expenses. The decision will...