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ENTERING A LONG-TERM CARE FACILITY?

DON’T JUST SIGN THAT CONTRACT!

It seems that almost every day we are confronted with the need to sign some sort of agreement or click through some sort of acceptance process. Each time you download an app you are required to. Accepting an airline or cruise boarding pass is often also the contract. We cannot get away from them. They are a part of our everyday life.

But, that doesn’t mean we should blindly sign agreements, especially long-term care agreements. Often we hear from client or family members about signing entrance agreements for long term care facilities – after they’ve signed. The typical story is that an employee took information, printed out a set of documents, marked them up a little, and highlighted where the person should sign. The person asked some questions and then signed without reading even one line.

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Make Tax Time Your Identity Theft Prevention Time

A few years ago the unthinkable happened to me. I went to my long-time accountant to complete my tax return and together we filed the return online. We finished up and chatted a few minutes. While I was still there, a message came back from the IRS that my return had been rejected. The message stated a return had already been filed in my name and that a refund had been issued. What? Someone scammed me, an attorney? And the IRS? You’re kidding!

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The Season for Gratitude

Already Thanksgiving is upon us! Yes, it is a truly American holiday. But, one of the things I love about Thanksgiving is that it doesn’t matter what your belief system is or where in the world you came from, you can enter in. It is all about gratitude and a little gratitude is good for us all.

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What Really is the “Five Year Lookback” for Medicaid?

Mary was concerned that she would soon need nursing home care. She did not want her funds used up in long term care expenses so she gave her only son, Joe, her life savings of $100,000. One year after giving Joe the money Mary experienced a major health crisis and needed to move into a nursing home.

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Tom’s Story: The Power of Using an Elder Law Attorney

I’d like to tell you a story about Tom, an imaginary middle aged man. Tom passed away after a long illness. Anticipating his demise, Tom planned his estate by himself and made sure everything was “in order.” He prepared his own will from one he found online.

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