Is It Medicare Or Medicaid?

Recently I received a phone call from a concerned daughter whose 94-year-old mother had just moved to assisted living. A well-meaning friend had convinced the caller that she needed to contact an elder law attorney to talk about “Medicare Estate Recovery.” The caller was concerned that Medicare would seek reimbursement for expenses paid by the program.  However, there

By |2019-06-27T21:15:39+00:00October 30th, 2017|Categories: Uncategorized|Comments Off on Is It Medicare Or Medicaid?

Don’t Be Afraid Of Medicaid Estate Recovery

I often speak to caregiver groups about the complexities of planning for long-term care. One thing I hear from the staff of these groups are tales of people refusing to apply for Medicaid because they “don’t want to sign their lives away to the state.” What they are referring to is the Medicaid Estate Recovery

By |2017-10-09T10:58:39+00:00October 9th, 2017|Categories: Uncategorized|Comments Off on Don’t Be Afraid Of Medicaid Estate Recovery

Planning For Marriage Later In Life

Working in elder law and estate planning, I often encounter people who are considering marriage later in life. Because these clients are nearing retirement age or past, they tend to be more circumspect about the financial consequences of marriage. Sometimes they are people contemplating a first marriage; sometimes it’s a blended family; and now,

By |2017-02-16T11:03:23+00:00February 16th, 2017|Categories: Uncategorized|Comments Off on Planning For Marriage Later In Life

Planning For Long Term Care Benefits The Whole Family

Family and friends want nothing more than to be able to care for their aging loved ones. For some, it means helping out with shopping and cleaning. For others, it can mean providing more personal care such as bathing and dressing. For many, it means administering medications and managing medical devices. In each of

By |2016-06-14T11:05:29+00:00June 14th, 2016|Categories: Uncategorized|Comments Off on Planning For Long Term Care Benefits The Whole Family

Who Will Act On My Behalf? – Part 3 [Trustee]

In my last post, I discussed some of the reasons why my clients choose to create trusts. One of the most difficult elements in creating a trust is choosing the trustee. Choosing the right trustee depends on the client’s situation and the purpose of the trust.  Some clients have minor children they want to protect.

By |2016-04-11T17:52:50+00:00April 11th, 2016|Categories: Uncategorized|Comments Off on Who Will Act On My Behalf? – Part 3 [Trustee]

Trusts – Not Just For The Super Wealthy

When parents of young children begin to think about estate planning, their primary goal is often ensuring the future of their minor children should something happen to them. There are a few ways to approach planning with this priority in mind. The most common is establishing a trust to hold the assets for minor children

By |2016-03-18T17:47:05+00:00March 18th, 2016|Categories: Uncategorized|Comments Off on Trusts – Not Just For The Super Wealthy

Because Pets Are Family: Estate Planning With Your Pets In Mind

For most people, pets are a part of the family. As with other vulnerable family members, they need to be cared for if something were to happen to their caregiver. It is comforting to assume that other family members or close friends will step up and care for our pets the way that we

By |2016-02-18T11:07:24+00:00February 18th, 2016|Categories: Uncategorized|Comments Off on Because Pets Are Family: Estate Planning With Your Pets In Mind

Where There’s A Will, There Is A Way. What is Probate?

When I talk to my clients about what happens to the will when they’ve passed, I explain that the Executor will be the person responsible for probating the will. Inevitably, my clients ask, “What does that mean?”  Probate is the process through which a court recognizes a person’s death and authorizes the Executor to

By |2016-02-09T11:08:45+00:00February 9th, 2016|Categories: Uncategorized|Comments Off on Where There’s A Will, There Is A Way. What is Probate?

Who Will Act On My Behalf? – Part 2 [Executor]

In a previous post, I wrote about fiduciaries, what they are and how they function in your estate plan. I covered Powers of Attorney and Powers of Medical Attorney. In this post, I am going to discuss the Executor. The primary difference between an agent under a power of attorney and an Executor is that

By |2016-01-13T11:09:53+00:00January 13th, 2016|Categories: Uncategorized|Comments Off on Who Will Act On My Behalf? – Part 2 [Executor]

An Easy Resolution To Scratch Off Your List

It’s sad to say, but the holidays are over and it’s time to get back to business. For many, that means following up on New Year’s Resolutions. And for many, myself included, that means getting organized. Whether you have resolved to organize your closets or finally get all the office paperwork in order, you should

By |2016-01-06T11:11:54+00:00January 6th, 2016|Categories: Uncategorized|Comments Off on An Easy Resolution To Scratch Off Your List
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