Like all insurance, long-term care insurance policies are designed to cover risk. With these policies, the risk is that you will need custodial care such as in-home care, assisted living care or nursing home care. The best thing about these policies is that they create a pool of someone else’s money you can use to […]
On February 13, 2023, Georgia Attorney General Carr warned Georgians to avoid romance scams this Valentine’s season. Carr’s press release stated: “Unfortunately, con artists will prey on people’s most vulnerable emotions by taking advantage of those who turn to online platforms in an attempt to foster new connections,” said Carr. “On Valentine’s Day and all […]
On January 30, 2023, the U.S. Citizenship and Immigration Service (USCIS) announced new designs to improve security of Permanent Resident Cards (also known as Green Cards) and Employment Authorization Documents (EAD). The new Green Card and EAD designs contain state-of-the-art technology that continues to safeguard national security and improve service for our customers. Changes include […]
The IRS announced its commitment to providing meaningful service and assistance to meet taxpayers’ needs. In February, March, April, and May 2023, many IRS Taxpayer Assistance Centers will be open on Saturdays. You do not need an appointment. Come prepared, bring documents: Current government-issued photo identification, Social Security cards for members of their household, including […]
At this point, there are many companies and services out there claiming to provide care and care planning. So what’s that all about, and what’s the difference between care and care planning? Essentially, care is a service where someone comes to your home, or another place where you need help, and provides care. Usually a […]
Many years ago, I helped found an organization called the Life Care Planning Law Firms Association. Since then many companies have tried to mimic what law firms do, often with disastrous consequences. Recently, we ran across a website that appears to be different and might actually be helpful. It’s called CareTree.me. This website says it […]
As of this writing, the following pooled trusts are authorized by the Department of Community Health to provide trust services in Georgia: Georgia Community/Trust/Bobby Dodd Institute Anita Gardner Decatur, GA 404.809.2914 Anchor For Special Needs, Inc. Annie Warner Cincinnati, OH 844.526.2467 Advocates and Guardians for the Elderly & Disabled (AGED) Thad A. Joseph Longwood, FL 888-277-1826 The Center […]
My dream is to establish an advocate’s academy. The ultimate name isn’t as important as the mission. It will train existing and future leaders in law, medicine, faith, government, law enforcement, education, caregiving and more. The goal is to develop leadership skills, discuss ethics, improve professionalism, and expand the knowledge base for attendees in their […]
H.R. 2617, commonly known as the Consolidated Appropriations Act, 2023 (which includes the SECURE Act 2.0), amended provisions in the tax code to allow special needs trusts to leave remaining funds in a retirement account to a charitable organization. The Bill became Law when signed by President Biden on December 29, 2022. The Senate Summary […]
What is a Will? A Will, also known as a Last Will and Testament, is a document stating how your probate estate is distributed after you die. It has no legal effect until it is probated. In Georgia, Wills are probated in the Probate Court for the county where the decedent resided. What is a […]
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