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Archives

Monthly Archive for: "September, 2016"
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By Kathleen Sheridan
In Special Needs News
Posted September 30, 2016

If Your Child Receives SSI and Is Turning 18, It's Time to Talk to Your Special Needs Planner


If your child receives Supplemental Security Income (SSI) benefits and is going to turn 18, you should talk with your special needs planner about some important changes that could [...]

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By Kathleen Sheridan
In Special Needs News
Posted September 28, 2016

House Overwhelmingly Passes SNT Fairness Act

The Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having to rely on others, has passed the [...]

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By Kathleen Sheridan
In Elder Law News
Posted September 23, 2016

What Is a Life Estate?

The phrase "life estate" often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a form of joint ownership that allows one person to [...]

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By Kathleen Sheridan
In Elder Law News
Posted September 19, 2016

Life Insurance Can Still Play a Key Role As Part of an Estate Plan

Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.

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By Kathleen Sheridan
In Elder Law News
Posted September 15, 2016

5 Things to Know to Reduce Your Tax on Capital Gains

The one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here's what you need to know to do such planning.

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By Kathleen Sheridan
In Elder Law News
Posted September 12, 2016

Execute a Power of Attorney Before It’s Too Late

A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases. But many people delay completing this vital estate [...]

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By Kathleen Sheridan
In Special Needs News
Posted September 1, 2016

Dealing with the “Marriage Trap”

People who receive certain government benefits may be penalized for getting married and living with their spouses. Here's how.

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By Kathleen Sheridan
In Special Needs News
Posted September 1, 2016

Three Essential Documents for Parents of Children with Special Needs

If your child has special needs, a standard estate plan will, trust, power of attorney, and health care proxy may not be adequate for your family. Here are three must-have documents

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By Kathleen Sheridan
In Special Needs News
Posted September 1, 2016

Go Fund Me and Other Informal Fundraising Accounts Raise Issues for SSI and Medicaid

Over the past several years, crowd funding and personal fundraising have become popular ways to raise money for people in need.  Unfortunately, when crowd funding sites are established [...]

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Kathleen A. Browning Sheridan, Esq., P.C.

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