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Jeffrey A. Marshall

Jeffrey Marshall’s Legal Guides

12 total


  • Inheritance taxation of natural gas rights in Pennsylvania

    The Pennsylvania Department of Revenue has clarified its policy concerning the valuation of natural gas rights for Pennsylvania state inheritance tax purposes. In Inheritance Tax Bulletin 2012-01 (Issued: July 10, 2012) the Department states that taxable value is most clearly est...

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  • HOW TO GET GOOD CARE IN A NURSING HOME

    One of the most difficult transitions we may have to face as we age is the change from independent living in our own home to living in a long term care facility, or nursing home. There are many reasons why this transition is so difficult. One is the loss of a home...a home wher...

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  • Transfers to a Disabled Child may be exempt from Medicaid penalties

    Medicaid law limits the ability of an individual to give away their assets in order to meet the resource level required for Medicaid help in paying for nursing home care. The law imposes a period of ineligibilty for benefits if assets have been given away during the precedi...

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  • Legal Planning Tools for Financial Incapacity

    As we age, there is a pretty good chance that some day we will temporarily or permanently need help in handling our financial affairs. Have you created a plan for who would make financial decisions and manage your investments for you if you became seriously ill? If you are...

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  • Planning for Alzheimer's - 4 Important Questions

    Ive worked with hundreds of clients with Alzheimers and their families over the past 30 years. Here are 4 questions and answers that families ask and some generalized answers. Of course these answers just touch the surface and every individual situation is unique. Please fee...

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  • Financial Powers of Attorney: How to Protect Yourself

    We never know what life has in store for us. Hopefully we are realistic enough to understand that we are always at risk of becoming temporarily or permanently incapacitated due to accident, illness, or aging. A power of attorney allows you (the principal) to give someone els...

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  • Medicaid Planning: how does returning part of a gift affect Medicaid eligibility?

    Penalty Start dates, Partial Cures, and Reverse Half-A-Loaf Lets say that two years ago your mom gave you $70,000. You used $40,000 to make down payment on a home, and put the other $30,000 in a bank account. Now, your mom is in a nursing home and she has spent all of her sa...

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  • Hidden Tax and Financial Breaks for Children who are Caring for an Aging Parent

    Caring for an aging parent is a difficult road for a child. It's hard to appreciate the potential emotional, physical, and financial toll until you have driven this road yourself. The financial costs for the caregiver child are hard to calculate. they can range from missed opport...

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  • 9 Mistakes Retirees Make: Advice from a Certified Elder Law Attorney

    9 Mistakes Retirees Make: Advice from a Certified Elder Law Attorney Seniors sometimes make legal and financial mistakes that cost them or their families thousands of dollars. Here is a listing of some of the most common financial and estate planning mistakes that I see being ma...

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  • How to use a Community Spouse Annuity to Qualify for Medicaid

    How Medicaid Annuities can protect your assets when your husband or wife is in a nursing home. Annuities have become a vital planning tool for people seeking to protect their resources from the costs of long-term care. Federal law (The Deficit Reduction Act of 2005) authorizes t...

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