Dana Perry and Greg Willett of Chambliss will host two special guest panelists — Zach Hurst with The Trust Company and Tracy Wood with Alleo Health. We will cover topics such as self-care for caregivers, why it is important...more
On Monday, September 13, 2021, the House Ways and Means Committee released a draft of its proposed tax legislation and a summary of the major provisions. The proposed legislation, if enacted, would push higher tax rates on...more
The Hamilton County Health Department announced it has received more shipments of the COVID-19 vaccine. As a result, persons living or working in Hamilton County with Phase 1a1 or Phase 1a2 status can now receive the vaccine....more
2020, a year full of uncertainty, is coming to a close. Our estate planning and tax team is here to help remove some of the uncertainty and speculation prevalent in today’s environment. Many people believe the holiday season...more
On April 9, 2020, Gov. Bill Lee issued Executive Order 26, which temporarily suspends the requirement for “in person” witnessing and notarization of certain documents including Wills, Trusts, Powers of Attorney, and Deeds,...more
Included in the new tax bill, signed by President Trump on December 22, is a provision that could provide some temporary relief for families with high medical expenses....more
Some people become disabled as the result of a work-related illness or injury. In these cases, the individual may be eligible for both Social Security Disability Insurance (SSDI) and workers’ compensation benefits....more
People with disabilities are disproportionately low-income. Like many other marginalized communities, people with disabilities are being priced out of many neighborhoods, especially in large metropolitan centers, as rental...more
The recent tragedy in which 12 Florida nursing home residents died when the facility lost power during Hurricane Irma is causing government officials to rethink disaster planning....more
10/19/2017
/ Assisted Living Facilities (ALFs) ,
Criminal Investigations ,
Disaster Preparedness ,
Elder Care ,
Emergency Management Plans ,
Emergency Rule ,
Florida ,
Health Care Providers ,
Healthcare Facilities ,
Hurricane Irma ,
Manslaughter ,
Natural Disasters ,
Nursing Homes ,
Wrongful Death
What happens if you are a high-income Medicare beneficiary who is paying a surcharge on your premiums and then your income changes? If your circumstances change, you can reverse those surcharges....more
The median cost of a private nursing home room in the United States has increased to $97,455 a year, up 5.5 percent from 2016, according to Genworth's 2017 Cost of Care survey, which the insurer conducts annually. Genworth...more
Are you happy with your current Medicare plan or plans? Now is the time to think about whether you are in the right plan or whether a new plan could save you money. Medicare's Open Enrollment Period, in which you can enroll...more
Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing and shelter. But even more valuable than the SSI benefit itself is that, in most states,...more
It is common for a parent to want to be named as trustee of a special needs trust benefitting her child, especially when the parent is the one creating or funding the trust. There are many reasons why this makes sense. It...more
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?
If you add your child as a joint tenant on your house, you will each have...more
A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the 2017 Long Term Care Insurance Price Index, an annual...more
Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting I's in preparation for paying taxes. As tax time draws near, you want to make sure you file all the proper forms and take...more
3/3/2017
/ Filing Requirements ,
Gifts ,
Income Taxes ,
Long Term Care Insurance ,
Long-Term Care ,
Medical Expenses ,
Premiums ,
Real Estate Sales Contracts ,
Social Security Benefits ,
Tax Credits ,
Tax Deductions
The Special Needs Trust Fairness Act -
On December 13, 2016, President Barack Obama signed into law the 21st Century Cures Act. Buried in this law is the Special Needs Trust Fairness Act– a sentence long provision to...more
Most parents of children with special needs are well versed when it comes to the government benefits like Medicaid or Supplemental Security Income (SSI) that their child receives. Most know not to give the child any money...more
Caring for a special needs child is a big responsibility and can be time-consuming and stressful for the caregiver. It is more than a full-time job; it’s often 24 hours a day, every day.
Personal care assistants (PCAs)...more
Public schools are required to create an Individualized Education Program (IEP) for each child receiving special education services. This legally binding document outlines the educational program and special services that a...more
Special needs trusts (SNTs) can play an important role in helping families plan for children with special needs. Here are some of the most compelling reasons to speak with your attorney about establishing an SNT....more
Although it is often said that nothing is certain except death and taxes, the one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here's what you need to know to do such planning...more
11/15/2016
/ Capital Gains ,
Carry-Over Basis ,
Estate Tax ,
Income Taxes ,
Offsets ,
Primary Residence ,
Real Estate Sales Contracts ,
Residential Property Owners ,
Step-Up Basis ,
Tax Deductions ,
Tax Rates
Workers in some states will soon have another option to save for retirement. California is the latest state to pass a law that establishes state-run retirement plans for workers who do not have a plan through their employer....more
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. The small bump in 2017 will likely be eaten up by higher Medicare Part...more