A Look at Three New ABLE Programs Available Nationwide
ABLE accounts are a relatively new planning tool available to individuals with disabilities. Here are details on the ABLE account programs of three states that allow out-of-state [...]
Four Reasons Why Dropping Medicaid Is Usually Not a Good Idea, Even After a Large Award or Settlement
Many newly “wealthy” clients ask what the value is of staying on Medicaid. Shouldn’t millions of dollars be sufficient to pay for health care? There are a number of reasons [...]
Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?
Website for Federal Law Protecting Students with Special Needs Suddenly Disappears
A U.S. Department of Education website that provides information on the Individuals with Disabilities Act (IDEA) is no longer accessible and two senators are demanding answers from [...]
Costs of Some New Long-Term Care Insurance Policies Rise in Latest Survey
A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the [...]
Trump Delays Rule That Retirement Advisers Put Their Client's Interests Ahead of Their Own
President Trump signed an executive order calling for a review of the fiduciary rule that was intended to prevent financial advisers from steering their clients to bad retirement investments [...]
MassMutual's Kelly Piacenti Joins ASNP's Advisory Board
Kelly Piacenti, head of MassMutual's SpecialCareSM, has joined the Advisory Board of the Academy of Special Needs Planners (ASNP).
Preventing a Will Contest
It may be impossible to prevent relatives from fighting over your will entirely, but there are steps you can take to try to minimize squabbles and ensure your intentions are carried out.
