La respuesta a primera vista es SÍ, puede acoger a su hijo con necesidades especiales como dependiente. Para que una persona pueda ser declarada hijo a cargo, debe cumplir cuatro requisitos: Parentesco: la persona debe...
Ahorrar para la jubilación es importante, y siempre es una buena idea contribuir a un plan de jubilación. Sin embargo, es importante comprender que una vez que se contribuye a determinados planes de jubilación es posible que no se pueda retirar el...
El 15 de abril está a la vuelta de la esquina y todos sabemos lo que eso significa: es hora de preparar los impuestos. Para muchos contribuyentes aún queda mucho por hacer antes de presentar su declaración de la renta federal y estatal. Todos los...
One question that is asked by many caretakers with elderly parents or other family members living alone is “How do we pay for care?” If your parent or family member feels strongly about staying in their homes and aging in…
When most people think of creating an estate plan, they think of legal and financial documents that provide for the transfer of their material wealth – the contents of their bank accounts, their home, and personal property. But some of…
Thanks to a long-awaited revision in the Medicare Policy Manuals, it may be a little easier to receive Medicare coverage for maintenance claims that require skilled care. In late 2013 and early 2014, the Centers for Medicare & Medicaid Services…
Medicaid Compliant Annuities can be helpful when a community spouse has assets in excess of the community spouse resource allowance. The United States Court of Appeals for the Sixth Circuit recently reversed a judgment in an Ohio case regarding the…
In today's world, as an estate planner we are seeing more clients interested in Prenuptial Agreements. Here are a few thoughts to consider: YOU DON'T HAVE TO BE RICH TO HAVE ONE Those days are over. Yes, us ordinary folk can and…
A Medicaid compliant annuity is a single premium immediate annuity that is purchased on or after Febrero 8, 2006, that meets the guidelines described in the Deficit Reduction Act of 2005. In order to qualify for Medicaid you must meet…
Jack was very unhappy with his daughter, Carol. She had no interest in being part of Jack's life and in fact, refused to let her father see her children (his grandchildren). So, Jack, with regret, decided to leave his assets to his…