Medicare Relaxes Requirements for Nursing Home Coverage

Q. I hear that Medicare has announced that, due to the Corona Virus Pandemic, it will now be more generous in covering nursing home stays by relaxing some of its long-standing coverage requirements. Do you know anything about this? A. Yes. A bit of background may be helpful. Medicare has traditionally imposed three conditions as… Read More »

The Current Pandemic and Your Estate Planning Documents

Q.  My wife and I signed our estate planning documents quite some time ago. In view of the current COVID-19 Pandemic, we wonder whether there are any revisions we should consider? A. Excellent question. The short answer is, “Yes”. Here are some specific suggestions relating to some important estate planning documents which you probably signed:… Read More »

How To Create Basic Estate Planning Documents During the COVID-19 Crisis, Without Witnesses or Notary

Q. My father is confined to his Assisted Living Facility (“ALF”) and is very anxious to sign a Will and other estate planning documents. However, the facility is on ‘lock-down’ due to the COVID-19 pandemic, his caregivers will not be able to serve as witnesses, and I cannot arrange for a mobile notary to enter… Read More »

Free Tax Filing Help Is Available to Seniors

Q. It’s tax time again and I hear that the IRS may offer free tax preparation services to seniors. Do you know anything about this? A. Yes. The IRS offers information on its site about free tax preparation software, fillable forms, and free taxpayer assistance, all available in an effort to make tax compliance easier,… Read More »

The 5 Parts of a Good Estate Plan

Q. My wife and I would like to set up a basic estate plan. What are the essentials? A. Many people believe that if they have a will, their estate planning is complete. But there is much more to a good estate plan. A good plan should be designed to avoid probate, minimize estate taxes, protect… Read More »