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20 Aug 2023, 6:00 pm
In this third post of three, I finish telling you about an executor’s sale of real estate that hit a snag. [read post]
10 Nov 2024, 5:00 pm
Whenever I review drafts of a will we have prepared for a client there are certain terms and clauses that I can almost always guarantee will trigger questions. [read post]
23 May 2023, 7:06 pm
May 23, 2023, “the Biden-Harris Administration is announcing new efforts that will advance the research, development, and deployment of responsible artificial intelligence (AI) that protects individuals’ rights and safety and delivers results for the American people. [read post]
27 Aug 2023, 6:00 pm
When I speak with people for the first time about the Medicaid application process – specifically about the 5 year look back and the amount of documentation required – they often tell me that in their case it should be easy. [read post]
24 Dec 2023, 5:00 pm
In this week’s post I will review the updated numbers for 2024 for the VA program that provides a benefit to wartime veterans and their spouses. [read post]
17 Nov 2024, 5:00 pm
In last week’s blog post, I explained the term “per stirpes”, which is typically found in a last will and testament. [read post]
19 Jan 2025, 5:00 pm
I have written several blog posts about problems that arise when selling the real estate of a deceased owner. [read post]
31 Jan 2024, 8:32 am
23 Jun 2024, 6:00 pm
In my blog post last week I told you about a recent Wall Street Journal article that caught my eye. [read post]
18 Aug 2024, 6:00 pm
In last week’s post, I wrote about the SECURE Act, specifically the change that for most beneficiaries does away with the ability to stretch out the time period by which funds must be withdrawn from these accounts. [read post]
3 Sep 2023, 6:00 pm
In my post last week I began to tell you about an “easy” Medicaid application that suddenly became not so easy. [read post]
29 May 2023, 10:34 am
In my post last week I explained that once a Medicaid application is approved, everything isn’t on autopilot. [read post]
15 Sep 2024, 6:00 pm
Social Security benefits are the primary source – and in some cases the sole source – of income for a majority of Americans. [read post]
20 Oct 2024, 6:00 pm
When we get to the end of the year, it’s time to look ahead to what numbers may change in 2025 for the government programs from which our clients receive benefits. [read post]
8 Jan 2023, 5:00 pm
I’ve written a number of blog posts over the years about the failure to recognize the the differences between nursing homes and assisted living facilities. [read post]
11 Jun 2023, 6:00 pm
In last week’s post, I explained that when a Medicaid recipient’s spouse dies the estate administration process can take time to complete. [read post]
18 Jun 2023, 6:00 pm
In last week’s post I explained that when the non-Medicaid spouse dies, the Medicaid spouse must receive at least a minimum amount of assets from the deceased spouse. [read post]
26 Feb 2023, 6:19 pm
In my post last week, I wrote about a type of financial fraud targeting the elderly that caught the attention of two New Jersey legislators. [read post]
16 Apr 2023, 6:00 pm
I most recently wrote about financial scams in this blog back in October but a recent story on the tv news caught my eye. [read post]
14 May 2023, 6:00 pm
In this third post of three, I go back to the problem caused by the death of an owner of real estate and the subsequent deaths of the next two people who were to inherit that property. [read post]
