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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]
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]
24 Mar 2024, 6:00 pm
There have been a number of stories in the media about an epidemic of loneliness among the elderly. [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]
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]
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]
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]
2 Apr 2023, 6:00 pm
In my blog post last week I began discussing the subject of FDIC insurance, a topic on many people’s minds in light of the recent bank failures. [read post]
4 Dec 2022, 4:42 pm
In this week’s post I will review the updated numbers for 2023 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]
12 Mar 2023, 5:20 pm
In this week’s blog post I return to the topic of Medicaid. [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]
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]
28 Jan 2024, 5:00 pm
In my post last week, I told you about a son who called. [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]
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]
7 Dec 2017, 1:07 pm
"Residence in tax law delineates the boundaries of distributive justice, and whereas corporations cannot be parties to a scheme of distributive justice, corporate residence is a misnomer. [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]
29 Jan 2023, 5:37 pm
Signing an Admissions Agreement on Behalf of Another (Part 2) In my blog post last week, I talked about the importance of knowing what is in a long term care facility admissions agreement before you sign it. [read post]
26 Nov 2023, 5:00 pm
We received a call some weeks ago from a caller named John, whose mother was in a nursing facility. [read post]
