Category: Uncategorized

Jeff Stinson to Present Seminar on Health Care Advance Directives

In conjunction with Indy Real Estate Experts, at Century 21 Scheetz, Jeff Stinson will be be presenting a free live workshop entitled, “Health Care Advance Care Planning, Do You Have Your Plan?” In this workshop, Jeff will review how to appoint your health care surrogate, how to document your desires in the matter of life […]

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Top Five Principles to Know When Managing a Medicaid Recipient’s Countable Assets

Did I just screw up my loved ones Medicaid eligibility?  It may not be as bad as you think.  Once an individual is approved for Medicaid, he or she will only be able to have $2,000 or less in countable assets in his or her name at the beginning of each month.  (A Medicaid recipient […]

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Leaving a Living Legacy, Beyond the Inheritance Webinar

          Leaving a living legacy.  Your legacy is the stories of your experiences, values, and skills. Adding your story to your estate plan can be a gift to your beneficiaries more valuable than money itself.  Join Jeff in his webinar on Wednesday, July 8 at 12:00 PM and begin writing your […]

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Budgeting: The Five Uses of Money with Scott Goldsmith

Once an individual is approved for Medicaid benefits, he or she will receive such benefits subject to the payment of his or her liability. The liability is similar to a copayment under traditional insurance and is calculated based on the recipient’s income. While a solid legal plan can protect marital assets, a portion of the […]

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Pandemic Relief: Retirement Account Owners Do Not Have to Take Required Distributions in 2020

Retirement account owners, many of whose retirement balances have been pummeled by a stock market drop due to the coronavirus pandemic, do not have to take mandatory withdrawals this year. Federal law requires individuals who were age 70 1/2 before the end of 2019 to begin taking required minimum distributions (RMDs) from their retirement plan in […]

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Yes, You Can Receive Unemployment and Social Security at the Same Time

The COVID-19 pandemic has sent unemployment to its highest levels since the Great Depression, and older workers have been particularly hard hit, with one in five over age 55 now out of work, according to one estimate. Many people continue to work beyond retirement age, either by choice or out of necessity, at the same […]

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