Keith Miles

If you create a trust, you will need a separate person or institution, called a "trustee," to manage the trust either now or in the future, depending on the type of trust.  

Although depression was initially given as the cause of actor Robin Williams’ suicide in 2014, his widow says autopsy results lay the blame on Lewy body dementia, a fairly common but hard-to-diagnose form of dementia. 

As a result of the recently passed Bipartisan Budget Act of 2015, Medicare Part B premiums will rise only about 15 percent for about 16 million beneficiaries, and the Part B deductible will rise a similar amount. 

The federal budget agreement that President Obama signed into law November 2, 2015, contains changes to how spouses can claim Social Security benefits, ending two strategies previously used to maximize benefits.

The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2016 taxes as a result of buying long-term care insurance.

For this reason, Medicare imposes fairly fairly significant late-enrollment penalties for those who postpone signing up.  To encourage everyone to sign up when they first become eligible, the program increases premiums based on how long a beneficiary waits to enroll.  

Knowing the "cost basis" of your property is important for tax purposes, but proving cost basis can be difficult.

For only the third time in 40 years, the nation's elderly and disabled Social Security recipients will not receive an increase in benefit payments next year.  However, as a direct result of this, about 30 percent of Medicare are facing a staggering 52 percent increase in premiums.

Are you happy with your Medicare coverage? It is time to review whether your plan or plans are working for you. 

A federal appeals court has ruled that Medicaid officials must accept applicants' short-term annuities, providing more certainty for Medicaid applicants' use of this important planning tool.