Understand the complexities of merging inheritance trusts with revocable trusts for Medicaid spend-down protection. Learn why third-party trusts are treated differently and how to safeguard your assets.

Medicare Part B vs. Medicare Part D Drugs
What do I need to know about the difference between Part D and Part B medications?

Social Security Blames ‘DEI’ & ‘Gender Ideology’ for Long Wait Times
Social Security wait times to talk with a staffer by phone, email or in person have increased as the Trump administration, DOGE cut staffing, MSNBC reports.

Huge Medicare Changes Coming in 2026
You won’t want to miss these changes announced by CMS. Plus, insights from Marcia Mantell.

Trump Administration Retreats From 100% Withholding on Social Security Clawbacks
A Biden administration policy capped the overpayment of Social Security clawbacks at 10%. Then the Trump administration came down hard with its overpayment demands on beneficiaries. Now there’s a quietly introduced change.

When Hospitals Ditch Medicare Advantage Plans, Thousands of Members Get To Leave, Too
But KFF Health News reports some older Americans get lost in the transitions. At least 41 hospital systems have dropped out of 62 Medicare Advantage plans serving all or parts of 25 states since July. Here’s what to do so you don’t lose Medicare coverage.

Will Trump Pitch Sweeping Medicare Part D Prescription Price Plan?
POLITICO reports Trump wanted the ‘most favored nation’ policy in his first term but faced resistance from the pharmaceutical industry and the courts.

Thinking of Claiming Social Security Earlier Than Planned?
Amid political instability, that is the question. Should I throw in the towel and claim my Social Security benefits now—even though it might leave me in a financial dilemma later?

Medicaid Eligibility: Addressing Gifts & Business Investments
Understand the Medicaid look-back period, how gifts and investments impact eligibility, and strategies for recovering assets or paying privately to avoid penalties.

Loans & Medicaid Eligibility: Key Considerations & Traps to Avoid
Learn how Medicaid evaluates private loans for eligibility, the importance of actuarial life expectancy, and why not all loans are treated equally.
