Why We Do What We Do

Frequently asked questions

I have two purposes for making these posts and for offering free presentations about estate planning. First, I hope to educate. Estate planning and elder law can have complex strategies and concepts, but we can cut through much of the mystery if I can help people...

What is a “DNR” and Should I Have One?

Frequently asked questions

My clients often hear how important it is to have a Living Will as part of their estate plan. If death is imminent because of a terminal condition, and a doctor certifies there is no chance of recovery, a Living Will is the document that allows you to declare if you...

Qualifying for Medicaid Assistance – Is Medicaid Assistance the Best Approach for Long Term Care?

Medicaid Planning

Although Medicaid is only one way to receive assistance with the costs of long-term care, it is an important and appropriate option for many people. The good news is that Medicaid assistance is an option for those who have the requisite medical needs, even if they...

Qualifying for Medicaid Assistance – Part 5 – When Your Income is Too High

Medicaid Planning

Last column I explained that a senior seeking Medicaid assistance for long-term care cannot have monthly income over a certain amount to qualify. However, there are different ways in which the applicant’s income can be calculated. What if the applicant’s income is...

Qualifying for Medicaid Assistance – Part 4 – Don’t I have too much Income?

Medicaid Planning

In recent columns, I have been addressing how a senior must qualify before Medicaid will assist with the cost of long-term care.  One requirement is to establish financial necessity, which requires a review of the Medicaid applicant’s assets and monthly income. ...