by Noel Izar | Dec 27, 2024 | Blog, Caregiver Resources, Elder Resources, Estate Planning, Financing Long Term Care, Fit Row, Health Care Advocacy, Life Style, Medicaid, Medicare, Naples, Post Slider, Practice Area, Quote, Veterans' Benefits
A Durable Power of Attorney (DPOA) is a document that gives a trusted person of your choosing, the “Agent”, legal authority to act on your behalf regarding financial matters. A DPOA withstands incapacity and is a very important document for you to have in the event...
by Noel Izar | Dec 13, 2024 | Blog, Caregiver Resources, Elder Resources, Estate Planning, Financing Long Term Care, Fit Row, Guardianship, Health Care Advocacy, Medicaid, Medicare, Naples, Post Slider, Practice Area, Quote, Veterans' Benefits
The 5-year Medicaid Lookback Period is a specific provision that is often confusing, but it plays a vital role in determining Medicaid eligibility. What is the 5-Year Medicaid Lookback? The 5-Year Medicaid Lookback Period refers to a five-year timeframe during...
by Noel Izar | May 24, 2024 | Blog
Seniors should be aware of Medicare’s 3-day hospital rule. There are significant implications for beneficiaries of Medicare, particularly those who may need skilled-nursing facility care after a hospitalization. Inpatient Status is Critical To be eligible for Medicare...
by Noel Izar | Apr 26, 2024 | Blog
Many of our clients have the situation of one spouse needs nursing home care, and the other “well” spouse still lives at home. When we get the chance to work with families on financial planning, we often can have the “sick” spouse’s nursing home bill largely covered...
by Noel Izar | Mar 15, 2024 | Blog
When it comes to ensuring the best possible care for ourselves and our loved ones, it is important to understand Medicaid planning. This process involves making strategic decisions about financial matters to secure future healthcare needs. Seeking guidance from a...