Good News for Trustees, Beneficiaries of Special Needs Trusts

FEBRUARY 11, 2013 VOLUME 20 NUMBER 6 Last fall the Social Security Administration quietly released the text of changes to the Program Operations Manual System — the POMS. Though described as “clarifications” by Social Security, they were actually far-reaching changes that would have driven up the cost of trust administration, complicated the lives of beneficiaries…

The Couple’s Retirement Puzzle: 10 Must-Have Conversations for Transition to the Second Half of Life

Review by Ann Mackey Kling, Las Vegas, Nevada Book by Roberta K. Taylor, RNCS, M.Ed., and Dorian Mintzer, M.S.W., Ph.D. This is a book about how to communicate with your partner regarding the important choices surrounding retirement to allow you both to make decisions that suit your needs, talents, resources and dreams. Its purpose is…