Long-Term Care

Medicaid Planning for Long-Term Care

By |2018-02-09T11:02:20+00:00February 9th, 2018|Estate Planning, Long-Term Care, Medicare, Preparation|

Imagine you worked your entire life to pay off your mortgage and build a retirement fund and then your health failed to the extent that you needed to relocate to a nursing home. Due to lack of other programs and the costs, Medicaid has become the Long-Term Care planning tool for the middle class. Medicare [...]

Reasons to Have a Will

By |2017-07-10T09:35:16+00:00May 18th, 2017|Change, Estate Planning, Executor, Gifts, Long-Term Care, Trust|

Vicki Beckey, CPA, CFF, CSEP and head of TD&T’s estate department, provides some thoughts on understanding estate and gift tax issues Most people have probably heard advice from someone that they should have a will.  When pressed for reasons why, those giving the advice may have trouble coming up with something more than, “for tax [...]

How Well-prepared Are You For Long-Term Care?

By |2017-04-21T12:50:30+00:00December 12th, 2016|Healthcare, Insurance, Long-Term Care|

This quarter’s article by Kyle Merry, Tax Associate, and Joshua Buckingham, CPA, both of TD&T's Oskaloosa office, provides helpful information on considering long-term care insurance options.   If you’re like at least 75% of baby boomers, you’re not well-prepared to cover the costs of long-term care for yourself or your spouse.  One fourth of baby [...]