Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Medicare

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

How Much Does Medicare Pay for Nursing Home Stays?
Estate Planning

How Much Does Medicare Pay for Nursing Home Stays?

As seniors age, the need for long-term care increases, particularly when they cannot do the activities of daily living (ADL), such as getting dressed, bathing, or preparing meals. Care in a nursing home or skilled nursing facility (SNF) may be appropriate for these older adults. However, it’s one of the biggest expenses Medicare beneficiaries are likely to face.

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Is Extending Required Minimum Distributions a Good Thing?
Asset Protection

Is Extending Required Minimum Distributions a Good Thing?

The first SECURE Act extended the beginning date for taking required minimum distributions from the year after the account owner reaches age 70½ until they reach age 72. Just three years later, ‘SECURE Act 2.0’ has extended this age to 73, and offers a further provision for extending it again, to age 75, beginning in 2033.

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Should I Use a Special Needs Trust?
Estate Planning

Should I Use a Special Needs Trust?

A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.

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