Articles

What do international conflicts have to do with retirement plans in the United States? At first glance, the answer is “nothing.” However, the correct answer depends on whether your workforce is called to military service while employed and then, after that call to service, resumes employment with you.

In order to qualify for Medicaid financing of long-term care services, an individual must be medically and financially eligible. The financial requirements limit the amount of “countable” resources and income that an individual can have and still qualify for Medicaid financing. But what are the "non-countable" resources?

The obvious benefit of qualifying for and using Medicaid for long-term care costs in Pennsylvania is to preserve assets for the next generation. Another, lesser known benefit is to protect your children from the financial burden of your nursing home bills, because of Pennsylvania's Filial Support Law.

Mergers and acquisitions among insurance agencies and brokers in the U.S. and Canada set all-time record in 2021.

Information and steps to apply for waiver services in Pennsylvania.

The IRS issued final regulations on November 4, 2020, making revisions to the Single Life and Uniform Life tables for calculating required minimum distributions (RMDs), effective January 1, 2022.

This article shows the benefits of multi-generational asset protection planning, using trusts.

Mergers and acquisitions among insurance agencies and brokers in the
United States and Canada continue to occur at record levels.

The IRS has announced the cost-of-living adjustments for pension plans and other related items for the 2022 tax year (Notice 2021-61).

One of COVID’s most severe impacts was on the unemployment system. The system became incredibly complex to navigate due to significant changes at the federal and state levels. Even today, with the federal benefits having expired, the system still seems unfamiliar and tangled.

On September 13, 2021 the U.S. House Ways and Means Committee (the “Committee”) announced their proposed plan and legislative text for the 2022 Budget Reconciliation Bill (the “Plan”), which includes numerous federal tax changes, including the pertinent modifications highlighted here.

Applying for Medicaid, or Medical Assistance, for long-term care costs can be daunting. The following checklist provides a list of items you or your loved one will need to complete the Medicaid Application in Pennsylvania.

This update is regarding the COBRA premium subsidy mandated by the American Rescue Act Plan of 2021 (ARPA) and the notice regarding the availability of the subsidy.

Powers of attorney (POAs) are an essential document in planning for a client’s potential incapacity and/or long-term care needs. This article discusses financial powers of attorney and their utility in connection with an elderly client’s needs.

When meeting with clients and prospective clients, we often get questions about the gift tax, gift tax exemptions, and how a gift of cash affects Medicaid eligibility. To properly understand how these items interact, each needs to be understood separately before taking them together.