Blog Archives

New Medicaid and VA Figures for 2014

Many of the programs that, as elder law attorneys, we deal with daily, such as VA Aid and Attendance and Medicaid, are adjusted annually to account for changes in the cost of living ie. inflation. The Social Security Administration announced that Social Security recipients will receive a 1.5% in benefits starting in January.  Many of […]

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I’ve Been Named Agent Under Power of Attorney – Now What?

Recently, I was asked to serve as agent under Power of Attorney for husband and wife clients.  We’ll call them Harry and Wilma.  Both are in their 80’s and just moved to a nursing facility.  As their legal representative, I will be doing the types of things that, as an elder care attorney, I so […]

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Medicaid is No Piece of Cake (Part 2)

Last week we were examining Mary Jane’s problem getting Medicaid for her mom.  Specifically, the issue was a joint account held by mother and daughter. Into that account, Mary Jane deposited her income which she used to pay for household bills, such as utilities, real estate taxes, homeowner’s insurance etc.  She took some of Mom’s […]

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Medicaid Is No Piece of Cake (Part 1)

Mary Jane told me,  “Mom has no money.  She’s never had any money.  But Medicaid  still denied her application and now I owe the nursing home $40,000.”  I knew there had to be more to her story.  Sure enough, there was. It’s a very common belief that, because Mom and Dad never had much money, […]

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News Alert – VA Rules Changes Coming

The winds of change are blowing over the VA landscape.  I’ve written about this in the past and the time may soon be here.  These are changes that you need to understand.   Over the years, many of our clients have been able to qualify for an Improved Pension (sometimes called Aid and Attendance Benefit) […]

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Lost Assets and Medicaid (Part 2)

Last week we were discussing George’s problem.  He was rapidly spending down Mom’s assets and preparing to apply for Medicaid when he discovered that she and Dad owned some stock.  He could not, however, locate the physical stock certificates.  What to do? We asked George if he could find an account number or the name […]

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Lost Assets and Medicaid

What happens if you need to apply for Medicaid and you know there are assets but you can’t locate them?  We were working with George to prepare his mother for Medicaid.  He was spending down her remaining assets when he discovered some papers that suggested she might own some stock he had previously been unaware […]

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Long Term Care Planning – Should I Wait and See?

I consistently emphasize that we can achieve the most favorable results for our clients with the benefit of time, meaning we want to work with clients as far as possible before they reach crisis mode.  I know, however, that there is a general resistance to taking action.  Long term care is an unpleasant subject and […]

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Averting the Fiscal Cliff – What Does it Really Mean?

All anyone was talking about in the last days of 2012 was whether Congress and President Obama would work together to avoid an increase in taxes caused by the expiration of a number of tax breaks dating back to President Bush.  An agreement was reached at the 11th hour.  But what does it all mean?  […]

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