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COVID-19 Resources

by msmyers | Mar 26, 2020 | Business Planning, Elder Care, Estate Planning, Probate, Retirement, Social Security

The Texas Bar and others have compiled some useful information– listed below are a set of links that may be helpful to you, and feel free to share with others: Prevention of COVID-19 Symptoms of COVID-19 What to do if you are sick Texas COVID-19 testing...

Consumer Protections in response to COVID-19

by msmyers | Mar 25, 2020 | Business Planning, Elder Care, Estate Planning, Probate, Social Security

In response to COVID-19, several consumer protection measures have been announced ranging from court hearings, foreclosures, evictions, utilities to student loans, price gouging, bankruptcy and more. Please see the attached article from the National Consumer Law...

One in Three Americans will Receive an Inheritance – Is Yours is Protected?

by msmyers | Dec 7, 2015 | Business Planning, Elder Care, Estate Planning, Retirement, Social Security

One in every three Americans will receive an inheritance during their lifetime, according to a study by Ohio-State researcher, Jay Zagorsky. Unfortunately, much of that windfall is lost through spending or bad investing. Mr. Zagorsky offers four steps for handling an...

CMS Announces Spousal Allowance Amounts unchanged for 2016

by msmyers | Dec 1, 2015 | Elder Care, Retirement, Social Security

The 2016 Community Spouse Resource Allowance will remain at $119,200 (maximum) and $23,844 (minimum), as recently reported by the Centers for Medicare and Medicaid Services (CMS).  In addition, the spousal monthly maintenance needs allowance will remain $2,980.50 a...

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