9 07, 2019

Steps to Take in Advance of Death or Disability

2019-07-09T07:33:23-04:00July 9th, 2019|

No one wants to face the fact that our loved ones will not be with us forever. Facing our own mortality is frightening as well. Although none of us wants to contemplate a time when we or a loved one [...]

2 07, 2019

How Gifts Can Affect Medicaid Eligibility

2019-07-02T10:43:03-04:00July 2nd, 2019|

We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with [...]

11 06, 2019

Protecting Your House from Medicaid Estate Recovery

2023-12-15T02:58:44-05:00June 11th, 2019|

After a Medicaid recipient dies, the state must attempt to recoup from his or her estate whatever benefits it paid for the recipient's care. This is called "estate recovery." For most Medicaid recipients, their house is the only asset available, [...]

28 05, 2019

What’s a Health Care Proxy and Why Do I Need One?

2019-05-18T18:32:12-04:00May 28th, 2019|

If you become incapacitated, who will make your medical decisions? A health care proxy allows you to appoint someone else to act as your agent for medical decisions. It will ensure that your medical treatment instructions are carried out, and it [...]

21 05, 2019

Maximizing Social Security Survivor’s Benefits

2019-05-18T18:32:20-04:00May 21st, 2019|

Social Security survivor's benefits provide a safety net to widows and widowers. But to get the most out of the benefit, you need to know the right time to claim. While you can claim survivor's benefits as early as age [...]

19 05, 2019

Estate Planning for a Vacation Home

2020-11-19T18:23:51-05:00May 19th, 2019|

If you are lucky enough to own a vacation home, then you need to figure out what will happen to it after you are gone. Many parents hope to keep vacation homes in the family, but guaranteeing that can be [...]