Tag Archives: year

Transferring Assets and the Five Year Look-back

When an individual applies for Medicaid assistance in a nursing home, one of the first questions that is asked of them has to do with whether a transfer has been made of any asset for less than fair market values within five years (60 months) of the date of the application.  If such a transfer has been made, a “penalty period” will result depending on the value of the gift.  The larger the gift, the longer the penalty period.  Continue reading

CHRISTMAS POPS 2016 – TICKETS GIVE-A-WAY!!!

Christmas Pops tickets will be available THIS Saturday, November 19th, 2016 at 10:00 a.m.!!!!!!! Continue reading

The Best Way to Help a Grandchild with College

A college education — even at a highly rated private institution — was once regarded as a relatively affordable route to lifelong prosperity, but in recent years it has become a hobbling financial burden for many families. As a result, older generations are often stepping up to help their families with college funding. Continue reading

How Long Is A Will Valid??

The mere passage of time has no effect on the validity of the will. Individuals and families experience life changes every 2 to 5 years. So even though a will remains valid, the individual and family’s needs change. Tax laws and statutes controlling wills and trusts change as well.   Continue reading

CHRISTMAS POPS 2015 TICKETS AVAILABLE 11.21.15 !!!!!

Christmas Pops 2015 tickets will be available Saturday, November 21st at 10:00 a.m. !!!!!!!!!!!!!!!!!!!! Continue reading