News Sources: ThinkAdvisor, 4 Signs your Client is Ready for a Roth IRA Conversion Morningstar, The ABCs of Estate Planning for IRAs Under the Secure Act Financial Advisor, Gray Divorce and Avoiding Retirement Ruin Health Affairs, Care for Elders, Prices and More (September 2021 issue) KHN, Telehealth’s Limits: Battle Over State Lines and Licensing Threatens […]
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Divorce is one of the most aggressive Medicaid planning tools. Divorce should not be approached lightly and should not be attempted without an attorney. Most Medicaid plans can be completed without the necessity of divorce. Even when divorce appears to be the answer, a simpler procedure, commonly known as a “Catholic divorce” (e.g., an action […]
On September 1, 2021, the Administration for Community Living posted a guest blog titled “BE WITH: Combating Social Isolation, Loneliness, and Suicide Risk. The blog post describes “how one project is helping build capacity within the aging network to help address social isolation and loneliness and prevent suicide amongst older adults.” Contributors include Laura Shannonhouse, […]
As you plan for your future, there are steps you can take to make life easier for yourself and your loved ones. Here are a few to consider: Issue Yes No N/A Do you have a financial power of attorney? If so, is it broad enough to address issues such as retirement accounts, stocks, and […]
National Institutes of Health: The Amazing Brain: A Sharper Image of the Pyramidal Tract Administration for Community Living: DOL announced an alliance with AAAED to promote people with disabilities in the national organization’s workplace equity efforts Webinars from National Paralysis Center Volunteer and Advocacy Opportunities, Wednesday, August 18 Virtual Support Groups, August 26th National Consumer […]
In 2021, the life-time estate and gift tax exemption is $11.7 million per donee (dead person or giftor). The exemption is scheduled to roll back to pre-2018 levels in 2026 unless extended by Congress. IRS Notice IR-2019-189 accompanied final regulations known as Anti-Claw Back regulations. These regulations essentially state that if you make a gift […]
The Georgia Council on Aging (Co-Age) recently announced its legislative priorities going into the 2022 legislative session. They are: Restore funding to home and community based services which was cut when Governor Kemp ordered that every department reduce spending. Appropriate $300,000 to $500,000 to increase funding for the Long-Term Care Ombudsman program. Allow Medicaid to […]
In In re Estate of Wertzer, 330 Ga. App. 294 (2014), the primary issue was whether the probate court had the authority to enter an order establishing a visitation schedule with the father, over the objection of the mother, who had been appointed Sierra Wetzer’s guardian and conservator. The Court held that the probate court […]
On July 30, 2021, Georgia Attorney General Chris Carr announced the indictment of Borin Khoun on four counts of Theft by Taking in Gwinnett County Superior Court. The press release states: “Our Prosecution Division is committed to stopping criminals who perpetrate identity theft and financial fraud,” said Attorney General Chris Carr. “People who prey on […]
