by Noel Izar | Feb 9, 2024 | Blog
A client asked this week whether and when he should use the bank’s offered beneficiary form for his investment account. While this might seem like an easy question, the answer is “it depends.” Filling out a beneficiary designation form can change your entire estate...
by Alex Alexander | Sep 15, 2023 | Blog
How Much Can I Keep if My Spouse is On Medicaid? Nursing home residents receiving Medicaid must meet very strict asset and income limits. Assets for a nursing home resident on Medicaid may not exceed $2000. But the “well-spouse” or community spouse is not...
by Alex Alexander | Sep 8, 2023 | Blog
The Hidden Disadvantages in Medicare Advantage Soon we will be in Medicare “open enrollment” season. Expect to be overwhelmed with all those ads trying to convince you to enroll in a Medicare Advantage plan. Medicare Advantage, also called a Medicare Part C Plan, is...
by Alex Alexander | Aug 4, 2023 | Blog
Why Choose an Elder Law Attorney? You may wonder why you should choose an Elder Law attorney. Many people, even those over 65, feel that all they need are estate planning documents. A typical husband and wife may have a few health issues but no real crisis. We...
by Alex Alexander | Jul 28, 2023 | Blog
When Should I Contact an Elder Law Attorney? Legal needs and financial goals change throughout our lives. Many issues arise later I life, which makes it essential to seek the guidance of someone experienced in Elder Law. Working with an Elder Law attorney can...
