by Barry Zimmer
There are two questions we often hear from people considering whether to make a living trust estate plan or just a simple will. “Why do I need a trust instead of a will if I can set up my accounts to … [Read more...] about Bottom Line Answer to Two Common Questions about Living Trusts
by Barry Zimmer
Many predicted massive problems the nation would surely endure as a result of the new healthcare laws merging with Medicaid. While states did have some leeway – including the decision to expand their … [Read more...] about Is Medicaid in Crisis?
by Barry Zimmer
Our clients have always had one goal in mind: to cover their financial bases so that their retirement years can be spent on the things they worked for and even sacrificed earlier in life. Whether it’s … [Read more...] about What Retirees are Really Worried About
by Barry Zimmer
It can be overwhelming to make the decision to move mom or dad into a nursing home. There are always countless details associated with the transition, including Medicaid coverage. State laws vary and … [Read more...] about Nursing Homes and Qualifying for Medicaid
by Barry Zimmer
Did you know that there are more than 8 million Americans over the age of 65 who are disabled and rely on Social Security for survival? With baby boomers retiring every year, worries are that the … [Read more...] about The SSI Restoration Act
by Barry Zimmer
Ohio is one of just ten states that has been federally approved for combining Medicare and Medicaid in an effort of providing better coordination, better health care and lower pricing for enrollees. … [Read more...] about Dual Eligible Recipients and Better Health Care
by Barry Zimmer
Ask any family who’s watched a loved one slip away due to dementia or Alzheimer’s disease what the one wish would be for that loved one; odds are, you’ll hear them say, “I wish Dad could remember his … [Read more...] about New Hope for Alzheimer’s Patients?
by Barry Zimmer
Think you could retire on $500? Of course not; unfortunately, nearly 30 percent of Americans over the age of 55 have no more than $500 socked away for retirement. It’s alarming, to be sure. This week, … [Read more...] about Can You Retire on $500?
by Barry Zimmer
Did you know that divorce rates for those over the age of 50 more than doubled between 1990 and 2010? This means that one in 25 couples in this age group are divorcing at a time in their lives when … [Read more...] about When Divorce Interrupts Estate Planning
by Barry Zimmer
Anytime the Supreme Court of the United States hands down a ruling, it’s immediately dissected, reframed, rephrased, analyzed, argued and rarely accepted unanimously amongst those the laws affect. … [Read more...] about Use Caution with Your IRA Beneficiaries
