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20 Nov 2022, 5:00 pm
In my blog post last week, I told you about a number of cases in our office in which we were contacted to help with a real estate closing that was delayed at the last minute. [read post]
21 Jan 2024, 5:00 pm
In this week’s post I will tell you about a call we received recently, similar to ones we have had many times over the years – although not in some time. [read post]
29 Sep 2024, 6:00 pm
What Qualifies as a Last Will and Testament? [read post]
5 Nov 2023, 5:00 pm
In my post last week, I covered the complications that can arise if there is no personal representative named – either because there is no will or because none of the named executors in the will are able to serve. [read post]
12 Nov 2023, 5:00 pm
In this last post of 5 I explain the reasons why the estate administration process takes as long as it does – why it isn’t as simple as getting appointed administrator and closing out all the decedent’s accounts and distributing them in a matter of days or weeks. [read post]
16 Jul 2023, 6:00 pm
In this week’s post, I continue to discuss a common fact pattern we see in our office. [read post]
22 Oct 2023, 6:00 pm
In my post last week I addressed a common question concerning the process of administering the estate of someone who has died. [read post]
19 Nov 2023, 5:00 pm
When we get to the end of the year, it’s time to look ahead to what numbers may change in 2024 for the government programs from which our clients receive benefits. [read post]
17 Sep 2023, 6:00 pm
In last week’s post I continued to tell you about a Medicaid application which our client characterized as easy but turned out to be not so much. [read post]
16 Jan 2024, 4:12 am
The Medicaid Spend Down Scramble – Part 2 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]
27 Oct 2024, 6:00 pm
In this week’s post I discuss in terrorem clauses, more commonly known as no contest clauses which can be found in a last will and testament. [read post]
8 Jul 2023, 6:00 pm
In last week’s post I laid out a common fact pattern we see in our office. [read post]
8 Sep 2024, 6:00 pm
In my blog post last week, I explained that when the assets of a decedent are insufficient to cover all estate debts, the debt is classified by priorities. [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]
28 Jul 2024, 6:00 pm
Many of my blog posts on Medicaid focus on the financial part of eligibility – meeting both the income and asset requirements. [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]
23 Apr 2023, 6:00 pm
In my post last week I told you about a financial scam involving artificial intelligence (AI). [read post]
22 Dec 2024, 5:00 pm
In this week’s post I will review the updated numbers for 2025 for the VA program that provides a benefit to wartime veterans and their spouses. [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]
24 Nov 2024, 5:00 pm
As I have written about many times on this blog, Medicaid is a needs based benefit. [read post]
