This gallery contains 1 photo.
Co-authored by Janet W. Moore This is the first of a series of blog posts on real-life situations that may apply to you and your family, where the solutions involve some combination of government benefits planning and tax planning. This … Continue reading
Annuities are often used when a married couple attempts to qualify one spouse for benefits and the spouse living at home (the “Community Spouse”) may have more assets than are allowed. This strategy enables one spouse to receive the care … Continue reading
There is a bill presently pending in the Committee on Health Care Financing of the Massachusetts State Legislature. The bill (Bill S. 517), sponsored by Senators James B. Eldridge of Acton, Massachusetts and Michael O. Moore of Millbury, Massachusetts, and … Continue reading