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Resources

A suburban home illustrating the importance of estate planning strategies to protect assets such as houses from Medicaid estate recovery impacts.
Blog post

Protecting Your House from Medicaid Estate Recovery

June 11, 2019
After a Medicaid recipient dies, the state must attempt to recoup from his or her estate whatever benefits it paid…
Senior woman meeting with a healthcare provider to discuss Medicare options and the importance of understanding different types of medical visits in the context of estate planning and elder law.
Blog post

Medicare Beneficiaries Need to Know the Difference Between a Wellness Visit and a Physical

June 4, 2019
Medicare covers preventative care services, including an annual wellness visit. But confusing a wellness visit with a physical could be…
An individual signing important documents, emphasizing the significance of updating beneficiary designations in estate planning and elder law.
Blog post

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

May 28, 2019
If you become incapacitated, who will make your medical decisions? A health care proxy allows you to appoint someone else to…
Stacks of coins beside a Social Security card, representing the financial planning involved in maximizing Social Security survivor's benefits for estate planning and elder law.
Blog post

Maximizing Social Security Survivor’s Benefits

May 21, 2019
Social Security survivor's benefits provide a safety net to widows and widowers. But to get the most out of the…
Scenic view of a vacation home nestled in a peaceful setting, symbolizing estate planning challenges for transferring vacation properties to the next generation in elder law discussions.
Blog post

How Do You Keep a Vacation Home in the Family After You Die?

May 19, 2019
Leaving a shore house or cabin to your children outright often ends in a forced sale. Here is how New…
An elderly person in a wheelchair looking contemplative, symbolizing the stress of facing a nursing home discharge.
Blog post

How to Fight a Nursing Home Discharge

May 15, 2019
Once a resident is settled in a nursing home, being told to leave can be very traumatic. Nursing homes are…
A senior married couple discussing estate planning and elder law considerations, focusing on Medicaid regulations and income allowances for community spouses.
Blog post

Medicaid’s Attempt to Ensure the Healthy Spouse Has Enough Income: The MMMNA

March 5, 2019
Although Medicaid limits the assets that the spouse of a Medicaid applicant can retain, the income of the “community spouse” is…
An elderly couple enjoying a sailboat ride, symbolizing the importance of maintaining financial stability for community spouses under Medicaid laws.
Blog post

Medicaid’s Attempt to Ensure the Healthy Spouse Is Not Impoverished: The CSRA

March 5, 2019
Medicaid law provides special protections for the spouses of Medicaid applicants to make sure the spouses have the minimum support…
A close-up image of a pink piggy bank used to represent savings and financial security in the context of estate planning and elder law, highlighting the role of irrevocable trusts in asset protection and tax liability reduction.
Blog post

Can My Irrevocable Trust Be Changed?

March 3, 2019
Irrevocable. Permanent. Forever. When it comes to decision-making, these words are anything but comforting. So, when you sit down with…
Blog post

Medicare Part A: Hospital Coverage

February 18, 2019
Medicare Part A covers institutional care in hospitals and skilled nursing facilities, as well as certain care given by home…
An elderly couple discussing estate planning and Veterans Pension benefits with a legal advisor, emphasizing changes in eligibility due to new net worth regulations.
Blog post

Big Changes to the Veterans Pension: What You Need to Know

February 6, 2019
On October 18, 2018, the Department of Veterans Affairs (VA) instituted a number of important rule changes affecting a service…
A stone statue of a sphinx in a natural setting, representing the ancient wisdom that can inform modern estate planning strategies and elder law issues, connecting the themes of life's stages and preparedness.
Blog post

Ancient Wisdom for Modern Estate Planning

January 7, 2019
In one of the ancient world’s most revered literary works, Sophocles’ Oedipus Rex, a tragic hero, Oedipus, returns to the…

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