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Aid and Attendance

Aid and Attendance

By Daniel A. Burzynski Many Veterans are not aware of the benefits they have access to by virtue of their service. Specifically, Veterans who served during war-time may be entitled to a monthly pension amount to help pay for their unreimbursed medical expenses. The...
Death of a Loved One

Death of a Loved One

The passing of a loved one is a very difficult time for family members. Many things will need to be accomplished in this difficult time of grief. Some things should be accomplished by family members; others may require the assistance of professionals including a CPA...
Gifts Impact Medicaid Eligibility

Gifts Impact Medicaid Eligibility

An individual can gift $14,000 per beneficiary per year without incurring gift tax liability. Seniors often gift $14,000 or less because they think that amount is “legal.” However, such gifts can eliminate or delay potential eligibility for Medicaid. The...
Gifting Real Property

Gifting Real Property

We often meet with prospective clients who have decided to convey real property to their children or other beneficiaries for various reasons. Sometimes we hear that the goal is “avoiding probate.” Other times we hear that the purpose is to prevent the government from...
Estate Planning for the Caregiver Spouse

Estate Planning for the Caregiver Spouse

Obtaining Medicaid eligibility for a married person can often be done preserving all of the couples’ collective resources. When this planning is done, it is critical that the caregiver spouse’s estate plan be carefully considered so that, should the well spouse die...