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 Just last week the New Jersey Appellate Division issued a decision regarding Medicaid that provides a road map for anyone hiring aides at home who hopes to qualify for Medicaid benefits when private funds run out.  The case itself is unpublished which means it cannot be relied on as precedent in future cases.  Nevertheless, it gives

Even before the current pandemic, getting a Medicaid application approved was increasingly challenging.  Now, with some government staff working remotely and many government offices short staffed because of social distancing requirements, it has not gotten better.  What we are finding in our office is that applications that should clearly be approved are being denied.  In

Many of my articles concern Medicaid and avoiding or trying to minimize a Medicaid penalty.  That penalty, which is a waiting period for benefits is a result of a mathematical calculation.  The amount of any transfers for less than fair value is divided by the Medicaid divisor to get the resulting penalty. The divisor is what

In last week’s post I was telling you about Mary and John’s do it yourself wills.  For less than $100 they purchased a software program that helped them assemble their wills.  When John died only then did Mary learn of the mistakes they made.  I already told you about the IRA which John intended

I recent call I received from Mary illustrates the risks of do it yourself estate planning.  In this case  Mary and john, her husband prepared their wills using Quicken’s Willmaker software which can be purchased online for less than $100.  It couldn’t be easier, right?  Hiring an estate planning attorney could cost several hundred to a