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Jeffrey A. Marshall

Jeffrey Marshall’s Legal Guides

12 total


  • How to Avoid Power of Attorney Abuse

    Avoiding Power of Attorney Abuse For many of us, there is no legal document that has the potential to become as important in our lives as a power of attorney. In the event of our incapacity, a power

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  • Changes Coming to Medicare Advantage Plans

    A Medicare beneficiary has to choose between two distinct paths of coverage. You can enroll in traditional (original) fee-for-service Medicare, or you can choose to join a federally subsidized private Medicare Advantage (MA) plan. MA plans typically operate like HMO or PPO ...

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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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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