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In last week’s post I explained that when the non-Medicaid spouse dies, the Medicaid spouse must receive at least a minimum amount of assets from the deceased spouse.  This is known as the elective share and in New Jersey is determined to be 1/3 of the deceased spouse’s estate less what

In last week’s post, I explained that when a Medicaid recipient’s spouse dies the estate administration process can take time to complete.  This process impacts the Medicaid spouse because - like it or not - that spouse must receive a minimum amount of assets under New Jersey’s elective share. Obviously, this could

In last week’s post, I was explaining that the death of the non Medicaid spouse impacts the continued eligibility of the Medicaid spouse.  That’s because the Medicaid spouse’s income and/or assets may change.  The asset change is the more complicated one, in part because the estate administration process takes time.   An application must

In my post last week I explained that once a Medicaid application is approved, everything isn’t on autopilot.  What I mean is that you must be vigilant so as not to lose the benefits once you have them. That can happen a number of ways such as a change in circumstance. 

Whenever I talk to families about how to get Medicaid approved, there are so many elements to a successful application and so many confusing requirements that the tendency is to relax a bit, thinking the job is done when we first get the application approved. One example is with respect to

In my post last week I began to tell you about a real estate sale that we were asked to help finalize because the deceased owner’s estate administration process had never been completed.  Actually, the person who inherited ownership had also died as did the person who inherited it from that

I wrote two posts last November about a common problem we see.  A real estate transaction is about to close when someone - usually the title company - determines that no one has been appointed as administrator or executor with authority to sign the closing documents on behalf of the deceased

In my post last week I told you about a financial scam involving artificial intelligence (AI).  This type of imposter scam is expected to result in losses approaching $2.6 billion.  As I explained, voice cloning has become very easy to do with technological advances.  A distressed call from a family member can sound

I most recently wrote about financial scams in this blog back in October but a recent story on the tv news caught my eye. I wanted to share it here as another example of the “dark side” of technology to which seniors especially can be susceptible. It involves voice cloning. Advances