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Resources

How to Help a Family Caregiver

How to Help a Family Caregiver

Family caregivers sacrifice their own financial security, family time, and health to provide uncompensated care for elderly or disabled family members who need help.  Over 40 million Americans are thrust into the role of family caregiver, sometimes unexpectedly. ...

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Failing to Make an Estate Plan

Failing to Make an Estate Plan

If you fail to plan, you are planning to fail”-Ben Franklin This quote from Ben Franklin applies to the estate planning world.  In our practice we continually see clients who have never made an estate plan.  These are smart, successful people retired from impressive...

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Property Tax Relief

By Daniel A. Burzynski If you are feeling caught between rising property taxes and a fixed income, there may be relief. The Property Appraiser's office can help you apply for the various exemptions to help reduce your tax bill. The most important is the homestead tax...

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Medicaid 5 Year Look-Back Penalty

Medicaid 5 Year Look-Back Penalty

You may never have heard of the Medicaid 5 year look-back penalty.  Or you may have heard of a “five-year period” without being clear what that meant. You get busy with health, financial and insurance information when going through a long-term placement for...

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Challenging a Will

Challenging a Will

When a person dies with a will, their will lays out who receives their property (called “heirs”) and who will manage and distribute their estate (called the “personal representative”).  For many reasons, potential beneficiaries can feel slighted by what they did...

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2020 VA Benefits

2020 VA Benefits

Many of our clients are war-time Veterans who may look to the VA for some help with payment of their long-term care costs and knowing the 2020 VA benefits available is crucial. There are two paths in VA to receive monthly payments: disability or pension. Disability...

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VA Changes (Finally) Finalized

VA Changes (Finally) Finalized

The VA has been talking about implementing changes to the Aid and Attendance or Improved Pension program since 2015. They are finally publishing the final rule in the Federal Register today. We have covered in previous articles the proposed changes and will not...

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