Blog

Thank you for your e-mail. Please note that I leave the office each day at 3:00 p.m. during the school year to spend the afternoon with my children, Ava Grayce (12) and Mason Michael (6).  […]

  The CDC estimates that one out of every ten people age 60 and older who live at home have experienced elder abuse. And that number may be much higher, since elder abuse often goes […]

  At the end of every Medicaid plan comes the Medicaid application. Although each state has its own application, the overall process for filling it out remains consistent. Let’s dig into the process of preparing […]

Planning can help you avoid delays and start helping clients sooner. So, you’ve decided to take the plunge and open your own law firm, even during a pandemic. While your friends and family might gasp […]

Chances are, if you’ve used a Medicaid Compliant Annuity (MCA) in Medicaid planning for senior clients, you’ve probably heard of the “Name on the Check Rule” strategy. This strategy is based on a rule used […]

  Do you have clients who are considering a reverse mortgage? If so, it’s important for you to understand how reverse mortgages can impact Medicaid eligibility so you can advise them accordingly. Let’s explore this […]

In a breaking decision out of Indiana, the state’s Court of Appeals ruled in favor of the “Name on The Check Rule” on a case where a Medicaid applicant was denied benefits due to having […]

  The Michigan Department of Health and Human Services (DHHS) has issued a proposed rule that would evaluate transfers by a Medicaid applicant or their spouse to a trust established for the benefit of the […]