by Tony DelGiorno | Jul 9, 2020 | Elder Law, Financial Planning, Taxes
The federal coronavirus relief bill has sent direct emergency payments to some 150 million Americans in the wake of the pandemic. Among the recipients are possibly millions of deceased individuals, raising questions about what their survivors should do with the money....
by Tony DelGiorno | Jan 15, 2019 | Elder Law, Financial Planning
For years, it was common to disinherit a child who received Supplemental Security Income (SSI) or Medicaid as a result of disability. The theory was that if the child inherited anything, they would lose their benefits. So, for many years, the only way to preserve...
by Tony DelGiorno | Jan 1, 2015 | Elder Law, Estate Planning, Financial Planning
For years, it was common to disinherit a child who received Supplemental Security Income (SSI) or Medicaid as a result of disability. The theory was that if the child inherited anything, they would lose their benefits. So, for many years, the only way to preserve...
by Tony DelGiorno | Jan 1, 2013 | Elder Law, Financial Planning
The buzz for months was that the Mayan calendar predicted the end of the world on December 21st. Well, Christmas occurred as scheduled and so did the new year of 2013. Between the “Fiscal Cliff” negotiations of New Years Eve and the other legislation scheduled to...
by Tony DelGiorno | Jul 1, 2010 | Elder Law, Financial Planning, Long-Term Care, Medicare/Medicaid
Trying to avoid Uncle Sam or just being able to hide your assets away is as American as apple pie. However, what you do, how you do it, and when you do it can have harsh consequences, especially for senior citizens. Routinely, I am asked, “Can’t I just give my money...
by Tony DelGiorno | Oct 1, 2009 | Elder Law, Estate Planning, Financial Planning
Everyday, people open up new bank accounts or go into their bank and add a person to their account. The reasons for doing this are many. First, as a person gets older, it may be more difficult to get out to the store or to keep your bills straight. Therefore, you...
