The following article was written by a client, who wanted to share his experiences with his fellowmen, but until his pending claim is over, wished to ...
Why Obama’s MyRA is Useless
Ok, I’ll admit it; I was one of the few who watched President Obama’s State of the Union Address. What can I say; I’m an information junkie. The...
Reporting US Account Holders
What is FATCA? FATCA stands for the Foreign Account Tax Compliance Act. It colloquially refers to provisions included in the Hiring Incentives to Rest...
Paying a loved one for care
The same scenario plays itself out over and over again in America. An elderly person needs help with care and prefers to stay at home. The best care c...
Asset Protection Newsletters 2014
— Taming the Planning B.E.A.S.T. Part III – Asset Protection — Paying a loved one for care can be problematic — Reporting US ...
Taming the Planning B.E.A.S.T. Part III – Asset Protection
Part II In this, the third installment of the “Taming the B.E.A.S.T.” series, we will be expounding on the “A” – Asset P...
Medicaid Asset Transfer Penalties
Gifting away assets can cause serious problems when attempting to qualify for long-term care Medicaid. The punitive Medicaid asset transfer rules are ...
Cell Phones and Alimony
Are you irritated by your obligation to continue to make alimony payments, when your ex is blatantly violating the terms of your Marital Settlement Ag...
Major Court Ruling Favorable to Medicaid Annuities
Add another one to the win column for Medicaid Compliant Annuities. Occasionally in the area of long-term care Medicaid, the states like to overreach....
Taming the Planning B.E.A.S.T. – Part II – Estate Planning
For Part one click here Part II – Estate Planning In this second installment of the Taming the Planning B.E.A.S.T. series, we turn our focus to the ...