Assisted Living Facilities – Transitioning to Medicaid (Part 2)
In my blog post last week, I started to tell you about the recent calls to our office from families who thought they had established a clear path to Medicaid for their loved one who moved to an assisted living facility. Only when they were close to spending down their entire
Assisted Living Facilities – Transitioning to Medicaid (Part 1)
The topic of this week’s blog post is the transition from private pay to Medicaid in an assisted living facility (ALF). We have had a number of calls recently to our office from families whose loved ones moved to an ALF two or so years ago with the expectation that they
Estate Administration Tales – Part 5
In my blog post last week, I told you about the last piece of information that Daughter provided me. There was an account in Dad’s name that she said was not really his. That’s because he was “holding” the money for his friend. As I explained last week, because there was no written
Estate Administration Tales – Part 4
In my blog post this week I continue to tell you about a call we received concerning a dad who died without a will leaving a surviving spouse and 3 daughters from two marriages. I explained in previous posts that not everything passes to the surviving spouse under New Jersey intestacy
Estate Administration Tales – Part 3
In my blog post last week, I was telling you about a call we received from Daughter concerning estate administration for her dad who died without a will. Her mom was the surviving spouse but her dad had 3 children, one from a previous marriage. I explained last week that because Dad
Estate Administration Tales – Part 2
In my blog post last week, I explained that we often get calls from family members of a loved one after they pass away in which the family explains what the decedent (person who died) wanted with respect to the distribution of their estate. Without a written document, however, the law
Estate Administration Tales – Part 1
When we get calls to our office about the passing of a family member, more often than not the decedent (person who died) did not leave any written instructions as to how to distribute their assets and handle their affairs. In other instances the decedent left instructions but not in a
OBBBA and Medicaid
Last year I wrote in this blog about the One Big Beautiful Bill Act (OBBBA) which Congress passed and the President signed into law last year. OBBBA contains some changes to Medicaid, although they have not yet taken effect. Since the law’s passage, we have received calls from current and prospective clients
When Both Spouses Need Care – Part 3
In my past 2 blog posts I was explaining that when both spouses need long term care the common thought is to spend down all the assets for both of them first and then apply for Medicaid for both at the same time. That may not, however, be the best approach
When Both Spouses Need Care – Part 2
In my blog post last week, I wrote that in cases where both spouses need long term care, spending down the assets and then applying for Medicaid for both of them at the same time may not be the best approach. It may actually be better to apply for the first