Select Text Size

News and Blog

Jun
07
2016

Accounting Is Not Only Important - It`s Mandatory

Imagine how you would feel if you walked into your bank, asked for a summary of your account activity and the bank told you that it had no idea how much money was in your account or how it had been spent.

Click here to read more...

Apr
14
2016

10 Ways the Elderly Can Avoid Financial Abuse

Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse. Nest eggs accumulated over decades also often make seniors attractive targets for predators, whether the predator is an offshore bogus sweepstakes or a care provider who sees an opportunity to be paid more than an hourly wage.

Click here to read more...

Apr
11
2016

SSI Beneficiaries Can Switch to SSDI When a Parent`s Circumstances Change

Because of her disability, a person receiving SSI may not have worked long enough to qualify for Social Security Disability Insurance (SSDI) benefits on her own work record. Therefore, once she meets the government’s strict physical or mental disability requirements and falls under SSI’s income and asset caps, the SSI beneficiary might assume that she will never obtain SSDI benefits in the future. But this is not always the case. In fact, many SSI beneficiaries who became disabled prior to turning 22 years old may begin to receive SSDI benefits when one of their parents retires, becomes disabled or passes away.

Click here to read more...

Mar
17
2016

How Likely Are You to Need Long-Term Care?

Planning for retirement and deciding whether to buy long-term care insurance would be a lot easier if you knew your odds of needing long-term care, as well as at what age and for how long. Unfortunately, there`s no definite answer. On the other hand, some statistics do provide a bit of guidance.

Click here to read more...

Mar
17
2016

Last Chance to Use File and Suspend Strategy for Claiming SS Benefits

Time is running out to use a potentially very lucrative Social Security benefits-claiming strategy. Spouses will no longer be able to use the "file and suspend" strategy after April 29, 2016. Beware, however, that the new rules are causing confusion at some Social Security offices.

Click here to read more...

Mar
15
2016

Use Caution When Paying Family Caregivers

Trustees of special needs trusts are frequently approached by family members of trust beneficiaries who would like to be paid as caregivers for the beneficiaries. While the Social Security Administration (SSA) currently does not explicitly prohibit payment of family caregivers from special needs trusts that support Supplemental Security Income (SSI) recipients, there are plenty of other reasons why trustees should be cautious about doing so.

Click here to read more...

Mar
14
2016

Things to Remember at Tax Time

April 15th 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 all deductions you`re entitled to. Following are some things to keep in mind as you prepare your tax form.

Click here to read more...

Mar
09
2016

Your Right to Refills If Medicare Drops Coverage of Your Drugs

Medicare prescription drug plans can change which drugs they cover, leaving you without coverage for a drug you need. Or you may switch plans into a plan that doesn`t cover your medication. In these circumstances, Medicare drug plans are required to offer you a 30-day transition supply of the drug you were taking.

Click here to read more...

Mar
03
2016

AG Rosenblum Applauds Legislature for Funding DOJ’s Elder Abuse Unit

The Oregon legislature has funded Oregon’s first statewide elder abuse unit. The full-time prosecutor and two investigators will be housed within the Oregon Department of Justice, and they will work with other prosecutors, law enforcement and community partners throughout the state to improve the prosecution of elder abuse. Oregon is the third state in the nation to have an elder abuse prosecutor of this nature

Click here to read more...

Jan
01
2016

FMHM is proud to announce that Andrea Bachhuber is our newest partner!

Andi has been an integral part of our team for the past 8 years. Her practice will continue to emphasize estate and tax planning with a focus on special needs trusts as well as the administration of trusts and probate estates

Click here to read more...

DISCLAIMER:The information contained in this website is based on Oregon law and is subject to change. It should be used for general purposes only and should not be construed as specific legal advice by Fitzwater Meyer Hollis & Marmion, LLP or its attorneys. Neither this website nor use of its information creates an attorney-client relationship. If you have specific legal questions, consult with your own attorney or call us for an appointment.