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What is in a letter of intent and Why is it Important?

If you are a parent of a special needs child, minor or adult, and you want to make sure your child’s care, and day to day life continues with as much normalcy as possible at your death, you should consider writing a letter of intent. A letter of intent is a set of instructions outlining Read More

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Is it Time for Gift Giving?

As we enter December, most of us begin thinking about giving gifts to those we love. Although retail stores have bombarded us with holiday decorations since October, once December rolls around it’s time to get serious. Many of my clients consider gifts of cash to their adult children taking advantage of the annual exclusion allowed Read More

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Is it Time for an Estate Planning Checkup?

As the year moves into fall and 2020 looms closer, it may be a good time to consider an estate planning checkup before the year ends.  A thorough review of your estate plan should happen every 5 years or so, or sooner if there have been significant changes in your life. Such changes might include Read More

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What Does It Mean to Be an Elder Law Attorney?

As we age, changes to our body, our health, our financial picture, and our family is ever-evolving. When we were young, we didn’t worry about infirmity, incapacity, or how we want our estates managed. But time marches on and those issues become the forefront of our lives. Being an elder law attorney means using our Read More

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Dementia, Alzheimer’s, and Incapacity- What’s the Difference?

Getting a diagnosis of dementia or Alzheimer’s can be devastating for a family.  In the past people were just labeled “old” or “forgetful”. It wasn’t discussed much as I remember growing up, but a lot has changed. These days dementia and Alzheimer’s is pretty much a topic you hear about, read about, and talk about Read More

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Conversations You Should Consider Having with Your Adult Children

As we age it’s a good idea of start thinking about tidy’s up our lives.  I’m not taking about “Marie Kondoing” your home. (If you don’t know who she is, well then think about Mary Poppins and her idea of clean). No, I’m talking about putting things in order so that if we need help Read More

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Caregiver Stress- A Caregiver Story

About a year ago a very nice couple came to see me to discuss long term care planning. Both were dressed nicely and as I introduced myself, the husband told me that his wife had dementia so she might not understand everything being said during the meeting. She was very pleasant and said hello and Read More

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2019 Medicaid Numbers

The Centers for Medicare & Medicaid Services (CMS) has released the 2019 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep, as well as related Medicaid figures. In 2019, the spouse of a Medicaid recipient living in a nursing home (called the “community spouse”) may keep as much as $126,420 Read More

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Understanding Medicare’s Hospice Benefit

Medicare’s hospice benefit covers any care that is reasonable and necessary for easing the course of a terminal illness. It is one of Medicare’s most comprehensive benefits and can be extremely helpful to both the terminally ill individual and his or her family, but it is little understood and underutilized. Understanding what is offered ahead of Read More

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Summary of Changes to the VA Pension Eligibility Rules

On October 18, 2018, new rules regarding eligibility for VA pension were implemented by the Department of Veterans Affairs (VA). The new rules are quite comprehensive, however, they also provide more opportunities to qualify for these important benefits. The major changes are outlined below. Lookback and penalty period. There is now a look-back period of Read More

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