What Exactly am I Authorized to Do with a POA? (Part 1)
In my blog post this week I want to talk about the different types of powers of attorney and the confusion people sometimes have concerning what exactly each document allows them to do. Although different people may choose to use different names, I prefer to categorize the ability each
What If I Can’t Find the Original Will? Part 2
In my blog last week I discussed a question I have heard often enough in my practice. “What if I can’t find the original will”, meaning “can we probate a copy”? I explained last week that in the normal case in New Jersey there is no need for a
Gift or Theft? – Part 3
In this week’s post I give you the conclusion to John’s saga with Medicaid. As you will recall, we have applied for Medicaid for John’s sister, Mary. In reviewing the 5 years of records which we must submit to the State, we found that John’s brother, Jerry
Gift or Theft ? (Part 2)
In last week’s post I told you about John’s call about Medicaid for his sister, Mary. During our review of her 5 years of financial records we discovered transfers of funds while their brother, Jerry was handling her finances. Jerry admitted that he took the money without
Gift or Theft (Part 1)
The call from John involved another crisis planning case. His sister, Mary was already in a nursing home and had a minimal amount of assets remaining to be spent down. Before entering the facility she had lived for many years with her other brother, Jerry. Although she was able to