How to Choose a Medicare Supplement (Medigap) Plan

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Recently I received a letter from Highmark Blue Cross Blue Shield telling my that they were canceling the Medicare Supplement (Medigap) Plan I had been using. The letter informed me that I needed to acquire a new plan, or suffer permanent negative consequences. So, I was faced with the unenviable prospect of having to find […]

7 Tips for Understanding Gift Taxes

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People are often confused about the laws that apply when they make a gift. Some are surprised to learn that gifts are regulated at all. Unfortunately there are rules – both in terms of taxes and Medicaid qualification. And the laws are complicated. Adding to the confusion – the tax rules related to gifts are […]

Do My Jointly Held Assets Pass through my Will?

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It can be confusing to determine what passes through your Will when you die. A recurring question that we hear from clients is “Do my jointly held assets pass through my Will?” It is important to understand the answer to this question, specifically as it applies to your assets, to ensure that your assets will […]

“Elder Abuse Prevention & Protection Act” Seeks to Fight Abuse by Court Appointed Guardians

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Elder abuse is one of the most under reported crimes in our country. Even the reported cases are difficult to prosecute. Older adults are financially exploited through telemarketing, e-mail scams and by those who are supposed to look after the senior’s affairs, such as court appointed guardians. A court appointed guardian is named by a […]