Problems When Renewing Medicaid – Part 1
I have written a few times about the problem of keeping Medicaid once you have been approved. There are a number of rules and regulations that – if violated – could cause the loss of benefits. A recent case in our office illustrates another way that we haven’t previously experienced. We applied for Medicaid for
Thoughts on the Coronavirus
With the spread of the Coronavirus (named COVID-19) in the news and changing seemingly by the minute I decided to devote this week’s post to the topic. People are understandably nervous. It can seem impossible at times to sort through the information, especially when one government official says one thing but then almost immediately
What to do if a Bank Refuses to Honor Your Power of Attorney
2 years ago I wrote about bank and other financial institutions' resistance to powers of attorney (POAs). Since then we have seen an increase in frequency of these issues so it bears revisiting some of the common problems and solutions. When we draft POAs for clients we tell them to
What the 2020 Candidates are Saying About Social Security – Part 2
Last week I posted about the future of Social Security and what is being said in this 2020 election year. President Trump’s comments have been ambiguous as far as whether he would cut or protect Social Security, although his recent budget proposal includes cuts of $72 billion to the Social Security Disability program. This
What 2020 Candidates are Saying About Social Security (Part 1)
This being an election year there is talk again about what the candidates propose to do about the Social Security program which most recent projections suggest will run out of money by 2035. The Medicare program projections are more dire, with that program now expected to be insolvent by 2026 which is 3 years earlier
Married Couple Medicaid Redetermination Challenges – Part 2
Last week I started talking about Medicaid’s redetermination process. Pretty much every county Medicaid office is now sending out annual redetermination notices. As I said last week, married couple cases can be especially tricky. That’s because even after Medicaid is approved, the healthy spouse must keep certain rules in mind. Let’s first review some of the
Medicaid Married Couple Redetermination Challenges – Part 1
Last year I wrote about the challenge of keeping Medicaid after you’ve been approved. Whenever I give prospective clients an overview of the Medicaid rules and what is necessary to qualify, I also explain that the rules must be followed even after Medicaid eligibility is achieved. You can’t let your guard down and
Casey Kasem Lawsuit Settlement
6 years ago I wrote about the fight over Casey Kasem. (Blog post 11-25-13). Some may not be old enough to remember Kasem who was an actor and radio personality. He is probably best known as the host of American Top 40, a nationally syndicated radio program in the 1970’s and 80’s which counted
Hiring the Wrong People to Assist with Medicaid
If you are a regular reader of my blog you know that getting a Medicaid application approved can be tricky to say the least. As the process becomes more and more involved and complex, we are receiving more calls than we ever have seeking our assistance. When I discuss our fee, people often tell
The SECURE Act – Part 2
In last week’s post I reviewed the changes to retirement accounts under a new law called the SECURE Act. I started with the positive changes but not all about the new law is a plus. The SECURE Act severely limits the ability of retirement account beneficiaries to stretch out the