Tag Archives: Medicaid

Taking Stock During the Holidays

This gallery contains 1 photo.

For many of my clients, Thanksgiving is the best holiday of the year.  The kids fly or drive in for dinner or a more extended stay.  A child living in the area has often assumed the meal management duties.  The … Continue reading

Gallery | Tagged , , , , , , , , , , , ,

Paying Your Caregiver

Our clients (let’s call them Frank and Mary) live in a very pleasant retirement community, and that is where they want to stay.  They would prefer not to have the “intrusiveness” of assisted living.  They like being in the safety … Continue reading

Gallery | Tagged , , , ,

Laws Allow Claims Against Fiduciaries for Nursing Home Care

To follow-up on my post on November 14, 2003, regarding the responsibility of others to pay for nursing home costs, and similar posts on this blog regarding Medicaid planning, two states have recently enacted laws that allow nursing homes to … Continue reading

Gallery | Tagged , , , , , , , ,


December is the season of giving.  It is also the time when I get the most questions about when to give, how much to give, and what the effect of that giving may be, on both my clients as well … Continue reading

Gallery | Tagged , , ,

Nursing Homes: Who’s Responsible to Pay?

Recently, I have been asked a number of times if a family member is responsible for the costs of nursing home care of another family member.  Last year, it was reported that a son in Pennsylvania was sent a $93,000 … Continue reading

Gallery | Tagged , , , , , , , | 1 Comment

DOMA Overturned: Justice and Its Effect on Your Planning

See Jason Port’s newest client alert regarding “DOMA Overturned: Justice and Its Effect on Your Planning.” 

Gallery | Tagged , , , , , , , ,