Will I Lose My Disability if I Work Part-Time?

According to the Center on Budget and Policy Priorities, 7.4 million people received Social Security Disability Insurance (SSDI) payments in 2023, including 89,000 spouses and 1.1 million children. SSDI supports workers who develop disabilities before they retire, as...

Should I Pay For Long-Term Care From My Savings?

When individuals and married couples are faced with the need for long-term care, immediate worries turn to affordability and the depletion of assets – especially one’s savings and retirement accounts. The decision of whether to pay for long-term care...

14 Essential Questions to Ask Aging Parents

Key Considerations in Aging Understanding how the older adults in your life feel about certain issues – such as where they want to live and what kind of care they would like to receive as they continue to age – can help you provide appropriate support. Having these...

Medicaid’s Benefits for Assisted Living Facility Residents

Assisted living facilities are a housing option for people who can still live, a bit, independently but who need some assistance. Costs can range from $2,000 to more than $6,000 a month, depending on location. Medicare won’t pay for this type of care, but Medicaid...

Step-Up in Basis and Why It Matters in Estate Planning

Recent news stories may have made you aware of the “step-up in basis” and the current administration’s desire to eliminate or adjust it. If you are considering engaging in estate planning or you may be inheriting assets, it is important to understand what the step-up...

Medicaid Redetermination: In One State, Many Didn’t Renew

Results of a recent survey led by the Department of Health and Human Services in Utah reveal that more than half of the state’s residents who lost their coverage during Medicaid’s “unwinding” process in 2023 did not attempt to resecure their benefits. What Is...