IRS’s December surprise: trust tax reimbursement revisions

IRS’s December surprise: trust tax reimbursement revisions

From JD Supra— By Stefan Dunkelgrun / Davidoff Hutcher & Citron LLP —    On the last workday of the year, December 29, 2023, the IRS issued a Chief Counsel Memorandum adding a wrinkle to one of the most frequently used estate planning techniques — to give...
Medicare plans can cover Wegovy for patients with heart conditions

Medicare plans can cover Wegovy for patients with heart conditions

From The Washington Post — By Daniel Gilbert —  Medicare plans can cover the popular weight-loss drug Wegovy to treat seniors with a history of cardiovascular disease, officials said Thursday, March 21, a move that could substantially expand access to the blockbuster...
SSI may be missing 20 percent of eligible child beneficiaries

SSI may be missing 20 percent of eligible child beneficiaries

From Disability Scoop — By Shaun Heasley —    Thousands of children with disabilities may qualify for government assistance that they are not currently receiving. Between 2013 and 2021, there was a 20% drop in the number of children receiving Supplemental...
Navigate the middle market by checking the right boxes

Navigate the middle market by checking the right boxes

From McKnight’s Senior Living — By KIimberly Bonvissuto —  The 2019 “Forgotten Middle” study highlighted the need for housing and care for older adults with incomes too high to qualify for federal assistance but not enough resources to be able to afford...