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The “Extra Help” program pays my Part D prescription plan and gives discounts. What do these notices mean?

By Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Thursday, August 24, 2017. Read the notices carefully, since you might have to respond. An ORANGE notice explains the small changes in your co-pays for next year. There are two types of BLUE notices. The first kind says that you will be reassigned since your insurance [...]

By |2020-07-18T14:16:59+00:00July 16th, 2020|Estate Planning|0 Comments

Retirement Funds and SNTs

By Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Friday, January 6, 2017. Watch Out for the Details Retirement accounts are often among a family's largest assets, so you may have thought about leaving a portion to your son or daughter with disabilities. But if they will ever need means-tested benefits, your good intentions could [...]

By |2020-07-18T14:20:49+00:00July 16th, 2020|Estate Planning|0 Comments