MEDICARE DRUG PLAN ADVISORY: Upgrades May Require Action for 65+ Wage Earners with Employee Prescription Plans

If you’ve delayed signing up for Medicare prescription drug coverage (Part D) because you’re still working and have health insurance through your employer, you must know about some changes that may affect your budget in 2025. Working people who qualify for Medicare sometimes delay applying, which is fine if you meet the requirements. Your employer’s […]

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Hand of a senior woman reaching to place tomatoes on checkout conveyer belt at supermarket

Social Security Administration Releases Final Rule Omitting Food from In-Kind Support and Maintenance Calculation for SSI      

The most important takeaway from the Social Security Administration’s rule change is that any purchases of food for Supplemental Security Income recipients from Special Needs Trusts and families will not decrease the SSI payment. The new rule was approved on March 27 and effective September 30, 2024. This new ruling makes Special Needs Trusts (SNTs) […]

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Senior couple sitting on wicker chairs in backyard of their home

What Does the Realtor Settlement Mean for You?

The National Association of Realtors (NAR) has agreed to pay $418 million over the next four years to resolve class action lawsuits brought by home sellers who said they were forced to pay inflated commissions to real estate agents. This is big news for homeowners and seniors thinking about downsizing. Under the settlement, each seller […]

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NAELA News Article on QLACs Is Top Pick for 2023

This past year, I’ve enjoyed contributing articles to prestigious professional journals, including one of our field’s most respected publications, NAELA News, by the National Academy of Elder Law Attorneys. With great pride, I announce that my article, “SECURE 2.0 Opens the Door for Qualified Longevity Annuity Contracts (QLACs),” has been recognized as the most-read article […]

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