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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]
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]
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]
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the change that for most beneficiaries does away with the ability to stretch out the time period by which funds must be withdrawn from these accounts.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]
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]
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]
29 Sep 2024, 6:00 pm
What Qualifies as a Last Will and Testament? [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]
6 Oct 2024, 6:00 pm
In my blog post last week, I explained the elements of a validly executed will. [read post]
3 Dec 2023, 5:00 pm
In my blog post last week I told you about John’s call to our office. [read post]
30 Apr 2023, 6:00 pm
I wrote two posts last November about a common problem we see. [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]
3 Mar 2024, 5:00 pm
In some respects, naming a non-U.S. citizen as a beneficiary of your estate is no different than naming a U.S. citizen (with the exception of a spouse). [read post]
13 Nov 2022, 5:00 pm
Real Estate Sale After Death (Part 1) In recent months we have had a number of calls coming to our office with the following problem. [read post]
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]
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]
12 Mar 2023, 5:20 pm
In this week’s blog post I return to the topic of Medicaid. [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]
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]
13 Aug 2023, 6:00 pm
As I wrote in my post last week, our client is executor of the estate of a decedent who owned 100% of his home – at least that is what the most recent deed shows. [read post]
