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21 May 2023, 6:00 pm
Whenever I talk to families about how to get Medicaid approved, there are so many elements to a successful application and so many confusing requirements that the tendency is to relax a bit, thinking the job is done when we first get the application approved. [read post]
19 Feb 2023, 5:00 pm
There was a movie released a couple of years ago with Rosalind Pike called “I Care A Lot”. [read post]
8 Apr 2018, 9:51 pm
I've blogged a lot over the years on the rules for government efforts to unlock encrypted devices such as phones and computer hard drives. [read post]
2 Oct 2022, 6:00 pm
In last week’s post I started to discuss clauses found in some laws that are called “sunset provisions”. [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]
26 Mar 2023, 6:00 pm
As many readers of this blog know, our office concentrates much of our practice on long term care planning as well as estate planning, including planning for younger families. [read post]
19 Mar 2023, 6:00 pm
In my post last week, I wrote about a trend we are seeing with our Medicaid applications – with every approval we get there almost always is something incorrect about the decision. [read post]
22 Jan 2023, 5:00 pm
As I have written about often recently, the State has raised the bar significantly in terms of what an applicant needs to produce and explain in order to qualify for Medicaid. [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]
6 Aug 2023, 6:00 pm
I wrote a few months ago about a real estate sale that hit a snag when it was discovered that one of the record owners had died many years ago (as well as the sole heir to that owners estate and the sole heir to the sole heir’s estate). [read post]
10 Dec 2023, 5:00 pm
In my blog post last week, I explained that John was unsuccessful in his attempts to obtain Medicaid benefits for his mom. [read post]
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]
11 Aug 2024, 6:00 pm
A recent caller asked me to confirm a change he said he read about relating to required minimum distributions from an inherited IRA. [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]
19 May 2024, 6:00 pm
In this week’s 4th blog post on Medicaid’s annual redetermination process I address how the death of a spouse can create issues. [read post]
7 Jan 2024, 5:00 pm
In my blog post last week, I wrote about the rushed process of spending down assets to achieve Medicaid eligibility for one spouse without severely impoverishing the other non-Medicaid “community spouse”. [read post]
4 Aug 2024, 6:00 pm
In my post last week, I told you that, while our focus in achieving Medicaid eligibility tends to be on the financial part, there are some non financial requirements we must also pay attention to. [read post]
25 Aug 2024, 6:00 pm
As I have written about previously in this blog, estate administration involves gathering the assets of the person who died, paying all debts and taxes owing, and distributing the remaining assets to the rightful heirs – determined either by a will if there is one or by state intestacy laws if there is not. [read post]
31 Mar 2024, 6:00 pm
In last week’s blog post I talked about how many people are alone without apparent family and that dying alone – from an estate administration perspective – raises issues such as identifying the rightful heirs. [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]
