Category Archives: Home Care

Benefits Planning with Income Tax Deductions

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

Gallery | Tagged , , ,

Annuities Assisting with Medicaid Qualification

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



This gallery contains 1 photo.

I just read an interesting article from AARP that provided information to help you determine when and how to take your Social Security benefits and how you should relate that decision to your broader financial planning for retirement.  I regularly … Continue reading

Gallery | Tagged , , , , ,

A Proposed Senate Bill May Help Seniors Stay At Home

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

Gallery | Tagged , ,