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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]
7 May 2023, 6:00 pm
In my post last week I began to tell you about a real estate sale that we were asked to help finalize because the deceased owner’s estate administration process had never been completed. [read post]
16 Jan 2024, 4:08 am
The Medicaid Spend Down Scramble – Part 3 In my blog post for this week, I finish the topic of the spend down process before Medicaid and why it is so important to the financial well being of the healthy non-Medicaid spouse. [read post]
15 Jan 2023, 5:00 pm
In my blog post last week I began to highlight 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]
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]
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]
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]
24 Sep 2023, 6:00 pm
Searching for care options for a loved one can be very confusing. [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]
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]
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]
22 Sep 2024, 6:00 pm
In last week’s post I talked about Social Security. [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]
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]
13 Oct 2024, 6:00 pm
In my last 2 blog posts I have explained the elements of a last will and testament. [read post]
3 Nov 2024, 5:00 pm
In my post last week, I explained the concept of an in terrorem clause. [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]
1 Sep 2024, 6:00 pm
In this week’s blog post, I continue a discussion of insolvent estates. [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]
