How to Leave Assets to a Spouse with Alzheimer’s Disease
Aug 05, 2020
More than five million seniors in the United States have been diagnosed with Alzheimer’s disease. Caretaker spouses agonize over what will happen if they were to pass away leaving their husband or wif...
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Naming Guardians for Minors in your Last Will & Testament
Jun 22, 2020
As parents of young children, there are very important considerations you should be discussing with respect to your Last Will & Testament. As minors, your children will not have the ability to collect...
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Guidance on Stimulus Checks for Medicaid Recipients
May 13, 2020
As everyone is now aware, pursuant to Section 2201 of the CARES ACT, a relief payment in the form of a refundable tax credit for 2020 has been (or will be) sent to eligible individuals. The payment am...
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Avoid the Pitfalls of Leaving Assets to Minors
May 04, 2020
For parents of minor children, under 18 years of age, there are important considerations you should be discussing with respect to your Last Will & Testament. Minor children do not have the ability to ...
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Importance of Advanced Directives in Light of COVID -19
Apr 09, 2020
Incapacity and death are usually topics that one attempts to push off to a future date or sweep under the rug. We rationalize – "I am young" or "I am still handling my affairs" or "I will worry about ...
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Medicaid Recertification
Apr 03, 2020
My mom is currently approved for Community Medicaid. I received a notification that her benefits need to be recertified. Is this something I should go back to my attorney to handle or can I fill it ou...
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Chronic Medicaid
Feb 26, 2020
Question: I was speaking with a friend and she mentioned that I should consult an attorney for asset protection. I do not have a taxable estate, but she referred to a 5-year lookback. I do not underst...
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Differently Abled Person Tax Exemption
Feb 10, 2020
While the beginning of the year is typically tax season, it is important to remember that property tax exemptions can be applied for at this time. There are different programs that homeowners should b...
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Estate Planning and 529 Plans
Sep 11, 2019
Question: I have three grandchildren and want to start saving for their college education. Is opening a 529 Plan advisable? What are the implications with respect to my grandchild’s financial aid elig...
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Does Community Medicaid Cover Supplies?
Aug 14, 2019
I am considering applying for Community Medicaid for my mom in order to cover the cost of home health aides. I heard that Community Medicaid might pay for certain supplies my mom could use in her home...
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