So you have successfully applied and been approved for Medicaid. Your assets are below the resource limit, and you have joined a pooled income trust to preserve your monthly income above the Medicaid limits. Why would you need an elder law attorney now? In order to qualify for Medicaid long-term care services, there are strict … Read More
Wishing to Avoid Probate Isn’t Enough
“My mom said she doesn’t want me to do probate for her estate.” The daughter of a deceased woman called me complaining that the bank wouldn’t give her access to her deceased mother’s bank accounts and she couldn’t get the money out. The bank accounts had no joint owner and no beneficiary designations (POD, TOD, … Read More
Changes to New York State Medicaid
October 2022 Update: Medicaid Lookback Further Delayed – Click here for more recent updates. Update! The implementation of the new 30-month lookback period for Community Medicaid in New York State has been delayed to April 1, 2021. That means that you still have an opportunity to preserve your assets without a penalty and access Community Medicaid, including … Read More
Five Reasons You Should Hire an Elder Law Attorney for Your Medicaid Long Term Care Application
The Medicaid Application process for long term care benefits can be complex and confusing. The process can be overwhelming in the best of times, and certainly when a family is already faced with the physical, emotional and financial stress of caring for a loved one suffering from illness or disability. When an individual needs long … Read More
My Loved One Just Died. How Do I Pay for the Funeral?
Tragically, this is a question I have been asked more than once in recent days. During this horrible COVID-19 pandemic, young adults, without any savings, are being left with the tremendous and heartrending responsibility of arranging a funeral for the untimely death of a parent, and do not have the means to pay for it. … Read More
When Should I Contact An Elder Law Attorney?
All too often, I meet with new clients that need assistance with elder law long term care planning for a loved one, but have either waited too long or show up after they have followed improper advice from well-meaning individuals who were not elder law attorneys. In this post you will learn when you should … Read More
How Much Does An Estate Plan Cost?
When the phone rings in my firm with a potential new client, one of the first questions we are asked is, “how much will an estate plan cost?” The challenge we have in answering that question, is that every person has a different idea of what an estate plan is and therefore they are often … Read More
What is a Power of Attorney and Why Is It So Important to Have This Estate Planning Document?
The benefits of a highly detailed, comprehensive power of attorney are numerous. A power of attorney is a document that appoints an agent to act on behalf of the principal. The “principal” is the person who is creating the power of attorney. The principal is appointing an “agent” to have the authority to take legal … Read More