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1 month ago
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Estate Planning is a holistic process that includes assessing your assets and determining to whom, among your family, friends or favorite charities, you would like to leave specific assets and gifts. Creating a proper Estate Plan, creating a Will, or setting up a Trusts takes your disbursement... [read more]
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4 months ago
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One of the main questions that we get from our clients is how they can make sure that their family members are taken care of in the event of their incapacity or death. Our answer is that with proper Estate Planning we can create customized plans to achieve this important goal to protect families tho... [read more]
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5 months ago
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Medicare's Open Enrollment Period, during which you can freely enroll in or switch plans, runs from October 15 to December 7. Don't let this period slip by without shopping around to see whether your current choices are the best ones for you.
During this period you may enroll in a Medicare Pa... [read more]
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5 months ago
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Thanksgiving is a special time of year for us as Americans. Our tradition of celebrating with family and friends on this holiday gives us the chance to focus on gratitude, give thanks, and enjoy a traditional meal, as we pay tribute to the abundance we are so fortunate to enjoy in our great nati... [read more]
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5 months ago
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We're proud to announce that Associate Attorney, Alison E. Hickman has achieved a Martindale-Hubbell AV Preeminent Peer Review Rating, awarded to only those lawyers with the highest ethical standards and professional ability.
According to Martindale-Hubbell:
"The Martindale-Hubbell Peer Revie... [read more]
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5 months ago
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With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting Medicaid's low asset limit.
The problem with transferring assets is that you have given them away. You no longer control them, and even a trusted child or other relat... [read more]
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6 months ago
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In order to be eligible for Medicaid, you cannot have recently transferred assets. Congress does not want you to move into a nursing home on Monday, give all your money to your children (or whomever) on Tuesday, and qualify for Medicaid on Wednesday. So it has imposed a penalty on people who transfe... [read more]
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6 months ago
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One question we're often asked by clients is if we can help them find resources to help cover the high costs that can often be associated with aging; such as at-home care or a skilled nursing facility. Our answer is that we are happy to help clients address these concerns by evaluating benefits such... [read more]
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7 months ago
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Hospice care is supposed to help terminally ill patients maintain their quality of life at the end of their life, but two new government reports find that serious problems in some hospices may be actually causing harm to hospice patients. The reports propose that additional safeguards are needed.
... [read more]
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7 months ago
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The Trump administration is officially rolling back a ban on the use of arbitration agreements by nursing homes that was initiated under President Obama. The Centers for Medicare and Medicaid Services (CMS) issued a rule that once again allows nursing facilities to use arbitration to settle disputes... [read more]
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7 months ago
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In most states, transferring your house to your children (or someone else) may lead to a Medicaid penalty period, which would make you ineligible for Medicaid for a period of time. However, there are circumstances in which transferring a house will not result in a penalty period.
One of those... [read more]
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7 months ago
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The winners of our raffle from the Active After 50 Senior Expo are announced!
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