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Archives

Monthly Archive for: "May, 2015"
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By Kathleen Sheridan
In Elder Law News
Posted May 21, 2015

3 Little-Known Strategies to Maximize Social Security Benefits

While collecting Social Security benefits may seem straightforward, there are actually several strategies for collecting benefits -- especially if you are married -- that can increase [...]

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By Kathleen Sheridan
In Elder Law News
Posted May 20, 2015

Passing on Assets Outside of Probate: PODs and TODs

For a variety of reasons, people sometimes want some or all of their assets to pass directly to specific individuals upon their deaths, outside of probate.  POD and TOD accounts are one [...]

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By Kathleen Sheridan
In Elder Law News
Posted May 15, 2015

Do You Need a Lawyer to Write a Will?

You aren't technically required to hire a lawyer to draft a will, but failing to do so could lead to costly problems for your family and other heirs.

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By Kathleen Sheridan
In Elder Law News
Posted May 8, 2015

New Book Helps You Get Smart About Social Security

Figuring out when to start taking Social Security benefits shouldn't require a degree in economics, but the complicated rules mean many Americans are not getting all the benefits they [...]

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By Kathleen Sheridan
In Elder Law News
Posted May 5, 2015

Feds Rescind Rule Protecting Some Reverse Mortgage Non-Borrowing Spouses

The U.S. Department of Housing and Urban Development (HUD) has rescinded a rule issued last year that was intended to keep at least some spouses of reverse mortgage holders from being [...]

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By Kathleen Sheridan
In Elder Law News
Posted May 4, 2015

Medicaid's Gift to Children Who Help Parents Postpone Nursing Home Care

There are circumstances in which transferring a house will not result in a Medicaid penalty period, and one of those is if the Medicaid applicant transfers the house to a "caretaker child." [...]

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By Kathleen Sheridan
In Special Needs News
Posted May 1, 2015

What Is a "Third-Party" Special Needs Trust and How Is It Different From Other Kinds of Trusts?

Third-party special needs trusts, as the name implies, are funded with assets that never belonged to the trust beneficiary, and they provide several advantages over the other two types of [...]

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