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Recent Blog Posts

Medicaid May Pay a Family Member as a Caregiver
Taking care of an elderly relative is hard work and time-consuming, but it can be profitable work. As a caregiver you will spend countless hours assisting loved ones with daily tasks such as cooking and cleaning, errands, driving them to appointments and keeping them safe.
March 25, 2020
A Medicare Costly Mistake – Knowing the Difference Between a Wellness Check and an Annual Physical
Under the Affordable Care Act, Maryland Medicare beneficiaries receive a free annual wellness visit. This is not to be confused with an annual physical. The difference between the two can be extremely costly.
March 23, 2020
Three Common Probate Avoidance Strategies
When someone passes away, the probate court supervises the administration of the estate by overseeing how the executor notifies creditors, pays debts and disburses the assets to the beneficiaries.
March 20, 2020
Checklist of Items to Leave Behind for Your Loved Ones
Accurate records save time and money, and having an organized estate checklist provides peace of mind to your grieving family members.
March 19, 2020
The Danger of Naming Your “Estate” as Your Life Insurance Beneficiary
We advise our clients to periodically review all accounts with beneficiary designations such as life insurance, retirement plans, annuities and the like. Part of comprehensive estate planning includes looking at these types of presumably non-probate assets to ensure the beneficiary designations match up with the client’s overall goals.
March 13, 2020
How Secure is Social Security?
Concerns over whether Social Security will survive as baby boomers age into retirement has been a growing issue on many Americans’ minds. The most recent government assessment notes that Social Security will not be able to meet the demands of its beneficiaries starting in 2035 without Congressional intervention.
March 12, 2020
2020 Census – Seniors Need to Be Counted
A constitutional mandate requires the federal government to conduct a census every 10 years and 2020 is the next one to take place. The 2020 Census is taking a new approach. For the first time, it will be conducted almost entirely online.
March 11, 2020
Patient Safety Movement – How We Can Help Our Seniors
In 2013, Joe Kiani founded the Patient Safety Movement after years of studying alarming statistics that revealed how many preventable deaths were occurring in hospitals. Seven years later the growing organization has almost 5000 hospitals across the nation committed to the mission of ZERO preventable deaths and as such those hospitals report over 90,000 lives saved each year.
March 10, 2020
Estate Planning and the Coronavirus
The recent spread of coronavirus has us thinking about estate planning during a possible pandemic.
March 10, 2020
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