Imagine this: You’re retired, your only significant asset is your home, you’re very close to your child or children, and you don’t want the cost of creating an estate plan. You think to yourself, what’s the harm of simply putting…
They eat, sleep and exercise with us. They are there to celebrate our accomplishments and right by our side to provide comfort and reassurance in our times of need. They are family! You plan for yourself, your spouse, children and…
I recently received the following question from a long term care insurance agent: I have a client that was told by his attorney that the assets in his IRA and 403(b) accounts, about $500k, are protected and not accessible to…
The terms, conditions and prerequisites associated with Medicaid, Medicaid eligibility rules, Medicaid estate recovery, etc., can be confusing and at times frustrating for seniors and their families who are trying to make sense of it all. The last thing anyone…
The United States Supreme Court recently upheld the Patient Protection and Affordable Care Act (ACA) of 2010, in a 5-4 vote, including the controversial mandate that requires individuals to purchase health insurance beginning in 2014. In its ruling, the court…
There are no words to describe the horror my wife experienced yesterday with our beautiful harrier - John Winston. She was in our home office when John walked by the paper shredder under our desk, and his long brown ear…
I am pleased to announce that my show, Family Comes First: Passing the Family Business, premiers on November 24th at 7:30 p.m. on Telecare – Cablevision Channel 29 /137 and FIOS TV Channel 296. This show will run throughout the…
Seniors want to live at home and independently and why not? In our experience, the most important and valuable asset is one’s home. So, how does one protect the home while also accessing Medicaid for long term care and a…
Thanks to Lynn Brenner of Newsday for her column, Ask the Expert. On November 5, 2010, she responded to a question regarding how to protect mom's home if mom needs Medicaid nursing home care. Hints humored the vega 100 viagra…
In the past week, we have had two cases in our office where Nassau County is making claims against the refusing spouse. For the past few years, we have not seen such claims being made. This may be a signal…