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       With all the news stories about Hurricanes Harvey and Irma, the destruction caused to Texas, Florida and Caribbean islands, and their aftermath, one story caught my eye.  The deaths of 8 nursing home residents in Hollywood, Florida highlights the especially vulnerable position that the elderly face in

       In last week’s blog, I started to tell you about annuities and how unique they are when we are considering Medicaid.  In order to achieve Medicaid eligibility, I must spend down my assets to below $2000 (married couple rules permit assets up to, in some cases, $120,900).  

       The topic of annuities comes up regularly when we get a call regarding the need for Medicaid benefits to pay for long term care.  Sometimes the caller has questions about whether it is a good idea to buy an annuity in anticipation of Medicaid.  Other times someone

                Everyone loves their pet.  We spend millions in pet products and vet bills each year and that number seems to increase every year.  A question I increasingly am asked is what happens to my pet when I pass away?  What are my options in terms of providing a safe

     It’s a common mistake, confusing a health care directive and a HIPAA release.  Both are necessary but they are not identical.      First let’s look at a health care directive.  There are actually two types of directives, an instruction directive and a proxy directive, both of which are important.  An

                Not a week goes by in which someone doesn’t call us about Medicaid eligibility as it relates to trusts.  The question is usually some version of the following, “I transferred assets to an irrevocable trust.  Can you confirm for me that those assets are protected and not countable by