long-term care

Tips for Making a Long Term Care Claim. Strategic Decisions as You Age.

Tuesday, December 13, 2016
Take a look at elder care facilities. Go shopping for your “next home” – now.Timing: Many facilities have long waiting lists (up to 5 years). And in addition, usually you can “defer” 3 times. So, buy yourself some time and get the advantage by signing up today. Don’t be surprised if you are asked for a down payment with your waiting list application, it can be up to one month’s rent ($3000-$6000). This down payment would be deducted from your initial rent/expenses or refunded if you decided not to move into the facility. Also, take into consideration rising costs. Consider renting a one-bedroom +den vs. 2-bedroom if your cash-flow is limited. That $500/month difference can be significant when rent increases by 3-5%/year.
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3 Tips When Planning for a Special Needs Child

Wednesday, November 20, 2013
Does one of your clients have a special needs child? Are you starting to plan yourself for a special needs child? Jeffrey Levine details 3 tips you should follow when planning for a special needs child.
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Increased Long-Term Care Insurance Tax Deduction

Tuesday, February 21, 2012
Phase-outs apply to many items on your income tax return. This means that if your adjusted gross income (AGI) exceeds specified limits, your eligibility to deduct certain items will be cut back or curtailed altogether, including deductions for contributions you make to traditional IRAs. When your income increases, you could lose lots of otherwise allowable itemized deductions as well as personal exemptions.
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