August 2017

 


Message From Our Office

Hard to believe we are approaching the end of August and that summer is nearly over.  Sorry to see it go, but it is also the time of year when people tend to get back to their regular routines and schedules.  Let me suggest that you depart from routine, a little bit, just to take a moment and make sure that your own estate planning documents are up to date and in good shape, if you haven't done so yet this year.  We would love to see you and help with any questions or updates on your current estate planning documents.  

Meanwhile, the road construction in front of our office is progressing and, despite the huge machinery and destructive looks of it, clients have been able to get in and out all summer.  We sure are looking forward to its completion.  


Who Gets to Decide Where Mom, Who Has Mild Dementia, Lives?

I and my two siblings are searching for a better home for Mom. Sister and brother, who spend very little time with Mom, believe she needs to be in a memory care home. I spend a lot of time with her and feel she would be just fine in....

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Why You Should Use a Lawyer for Medicaid Planning

Many seniors and their families don't use a lawyer to plan for long-term care or Medicaid, often because they're afraid of the cost. But an attorney can help you save money in the long run as well as make sure you are getting the best care for your loved

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Is a Change of Beneficiary on an IRA Considered a Gift by Medicaid?

Both of my elderly parents are alive, and my father just changed the beneficiary of his IRA account from his wife to his children. Her name is not on the account because she has a separate IRA account. If either parent needs Medicaid....

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Can Medicaid Put a Lien on Property After It Goes Through Probate?

My mother was a Medicaid recipient who passed away less than a year ago. She owned home that was transferred to me after it went through the probate process. Months later, I received a letter from Medicaid saying that it was putting a lien on the home...

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Long-Term Care Scorecard Finds States Have Room for Improvement

A new report finds that states have made incremental improvements in providing long-term care, but need to achieve more gains in order to meet the needs of the growing number of people who require long-term care services.  

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Don't Let Health Care Providers Use the Improvement Standard to Deny Medicare Coverage

Many health care providers are still not aware that Medicare is required to cover skilled nursing and home care even if a patient is not showing improvement.

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Using a Prepaid Funeral Contract to Spend Down Assets for Medicaid

In addition to helping your family after your death, a prepaid funeral contract can be a good way to spend down assets in order to qualify for Medicaid.

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Take These Three Steps When Your Child Turns 18

When your child reaches the age of 18, you no longer have the same level of access to or authority over his or her financial, educational and medical information.  You may even be unable to get medical updates in the event your child is unable to communic

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