Category Archives for Blog

Muddling Through Is Stressful With Post Covid Changes

Notary_Covid_19

For several months now at least it has come to my attention that the stresses people are subject to post-COVID are very different from the stressors most of us experienced before. This is important to my law practice partially because, as an elder law attorney, my office is dealing with clients often under stress either […]

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How Medicare Services At Home Differ From At-Home Medicaid

Medicare_Assistance_at_Home_vs_Medicaid

When asked how they would like to receive long term care services many consumers, probably most, indicate they would like to receive them at home. Expectations for extensive help at home with government support often exceed what is available and this, considering shortages in available health care workers and limited funding is likely to continue. […]

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Divorce Can Ruin an Estate Plan – What to Do

Divorce_and_Your_Estate_Plan

Just when you thought you had everything planned for your estate down to the last beneficiary designations and the age at which your children would inherit, you might find an unpleasant reality that slips in not only to wreck your day to day living but also how your assets are to be distributed if you […]

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Elder Scams Come of Age With Recent Technology

A recent online article from the Association of Health Care Journalists detailed problems associated with common scams and noted increased levels of sophistication employed by the scammers. While it recognized that “Elder scams are nothing new… It also went on to state ‘But artificial intelligence has made them elder scams so sophisticated that it’s increasingly […]

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Pennsylvania Primary Election Has Early April Date

Pennsylvania Primary Election USA

For those of us who are used to Pennsylvania primary elections occurring in May, this year may be somewhat confusing. Our primary election bears an early arrival date of April 23 which is this coming Tuesday. To add somewhat to the confusion, the primary date of April 23 also occurs on the first day of […]

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Informed Decisions Require Information Regarding Individual Circumstances

Retirement_Decisions

About every two weeks or so I receive a phone call at the office or an email asking what to do in a given situation. Often the question or questions concern care for a parent or spouse or financial issues such as “should I transfer assets to children,” or “what options are there if I […]

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Is Inheriting a House a Blessing or a Possible Curse?

Inheriting a House

A funny weekly comedy on CBS, depending on your taste, “Ghosts” tells the story of a young woman who inherited a house with no prior notice from her now deceased relative. She and her husband traveled to her new found but old, dilapidated acquisition and, following a near fatal confrontation with the worn electrical system, […]

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Three Midnights Could Decide Your Health Care Coverage

Medicare_Home_Health

With more than twenty years as an elder law attorney I have come to realize both how easy (or difficult) it might be to obtain health care coverage under certain circumstances and also how easily coverage can be lost due to what might be regarded as minor differences in description of conditions or lack of […]

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Legislation Introduced to Eliminate Medicaid Estate Recovery

Medicare_Assistance_at_Home_vs_Medicaid

On March 6, 2024 U.S. Representative Janice Schakowksy, Representative from Illinois and Chief Deputy Whip and Ranking Member of the House Innovation, Data and Commerce Subcommittee, introduced a bill to totally eliminate Medicaid estate recovery. For those affected by the program it was a major move and this was the Congresswoman’s second attempt. Although in […]

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New Federal Law For Corporations Requires Filing With Treasury

In case there were not enough corporate laws requiring disclosures and filings a relatively new federal law passed by Congress and made effective January 1, 2024 will affect many small companies and require disclosure of the company’s “beneficial owners.” The law labelled the Corporate Transparency Act aims to combat illicit activities such as tax evasion […]

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What You Should Know When an Executor Sells a House

Lessons_for_Executor

You could have been named Executor in a Will or you could be a prospective buyer of what has been a family residence. From the perspective of an Executor/Executrix, selling the family house can be one of the most significant and one of the most demanding jobs associated with settling his/her parent’s estate. Arranging for […]

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Should You Place Conditions on Inheritances

Unequal_Inheritances

When it comes time to write your Will you might have certain specific goals in mind. Some of those goals can outlive your own life. How far you can control from the grave is a subject of regular concern. You might want your granddaughter, Allison, to get married or your son, John, finally to graduate […]

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Do You Really Want To Handle Probating An Estate On Your Own?

Creative Use Of Real Estate

You might have a job or just have retired and you learn suddenly that your Great Aunt Lucy died and named you Executor of her Will. How hard could it be you ask to resolve an estate by yourself without professional advice or a competent professional beside you? You might decide to strike out on […]

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When Your Children Do Not Want What You Have

Michelle Singletary, a regular columnist with the Washington Post, recently penned a Personal Finance column comically titled “Our kids don’t want our paid-off house – or our ashes…” See Advice by Michelle Singletary, https://www.washingtonpost.com/business/2023/11/17/kids-sell-parents-inherited- house/ November 17, 2023. The gist of the article was, as might be imagined, the idea that some of the possessions […]

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QCD Year End Tax Strategies Expanded

Charitable Giving

For taxpayers who stress over annual Required Minimum Distributions and are also inclined to charitable giving, Qualified Charitable Distributions or QCD’s have been a useful tool to accommodate both relief over federal income tax angst and the desire to donate. QCD’s can use the federal tax code to benefit taxpayers, mostly in the upper income […]

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