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Who Takes Care of an SSI Beneficiary's Finances if She Can't Manage Her Own Money?

I have a patient who receives Supplemental Security Income (SSI) but can't manage her own money.  Can we set up a special needs trust to receive her benefits and use them for her benefit over the course of the month?

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Part B Premium Will Rise Slightly for Most Medicare Beneficiaries in 2017

After holding steady at $104.90 a month for four years, the standard Medicare Part B premium that most recipients pay will rise 4 percent to $109 a month.  

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When Can You Delay Taking Medicare?

While you are eligible to apply for Medicare when you are 65, there are circumstances where you might not want to, particularly if you are working full time for a larger employer or contributing to a health savings account.

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Can a Medicaid Recipient's House Be Transferred to a Caregiver Child After the Recipient's Death?

My sister moved from out-of-state to live with our dad and care for him. She lived with him for more than two years, which delayed a move to assisted living. After eventually going into assisted living, he received Medicaid until his death in June 2016. Upon his passing, the Medicaid office notified me, as executor, that there is a lien on the home that will need to be paid. However, we discovered that my sister meets the requirements under the caregiver exception in the Medicaid rules. Can I, as the executor, transfer the house under the caregiver exception and avoid the lien?

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IRS Issues Long-Term Care Premium Deductibility Limits for 2017

The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2017 income as a result of buying long-term care insurance.

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States Begin Offering State-Run Retirement Plans

Workers in some states will soon have another option to save for retirement. Several states are establishing state-run retirement plans for workers who do not have a plan through their employer.

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Will Gifting a Car Cause a Medicaid Penalty Period?

Can my mother gift her car to my daughter without worrying about the five-year look-back period if she applies for Medicaid?

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Typical Social Security Recipient Will Get $4 Benefit Increase in 2017

Social Security benefits will rise only slightly in 2017. This follows no increase in benefits in 2016 and small increases for many of the previous years.

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