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Category: Elder Law
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Medicaid Estate Recovery: Why You Received a Letter After a Loved One’s Death

When a recipient of homecare or nursing home Medicaid passes away, a state agency will send a letter to the recipient’s estate with the value of the services it rendered for the last ten years preceding the recipient’s death. However, recovery only applies to recipients who were aged fifty-five or older.

August 4, 2026
Prepaid Funeral

Question: My father is in his eighties and although he is in good health, he would like to plan and pay for his funeral now. Does it make sense for him to do this?

November 23, 2019
Naming a Minor Grandchild as a Beneficiary on an IRA

Question: Can I name my 10 year old grandchild as beneficiary on my IRA?

September 21, 2019
Contested Guardianship

Question (About a Contested Guardianship): I received Court papers that say that my brother is trying to take control of my mother’s finances and make medical decisions for her. I have been taking care of my mother for years and my brother is estranged from me and my mother. What should I do?

July 10, 2019
Estate Planning for Teachers

Question: I am a teacher and currently off for summer break. Now that I have time to myself, what should I be thinking about over the summer regarding my estate plan? What about retirement? What actions should I be taking?

July 3, 2019
College Age Children and Estate Planning Documents

Question: My son is 18 and is leaving for his first year of college in September. Someone told me that there were some legal documents I should have in place before he leaves. This is the first that I have heard of this, as his school did not say anything. Is my friend correct?

June 26, 2019
The SECURE Act

Question: What is the SECURE ACT and how might it affect my retirement benefits?

June 12, 2019
Estate Planning for the Blended Family

We live in a modern world where blended families are becoming more and more common. A blended family is one made up of two spouses where at least one spouse has children from a previous marriage or relationship.

May 22, 2019
Executor Commissions

Question: I am the nominated executor of my friend’s estate. If I am appointed as executor, would I get paid for the work I do?

May 17, 2019
How a Legal Guardian Can Help Prevent Elder Abuse

Question: I have an elderly aunt. I’m embarrassed to say that I only visit once every few months. I recently learned that she has a caretaker that has moved into her house and, I suspect, taking money from my aunt. When I asked my aunt about it she got angry. What can I do to protect her?

May 1, 2019
Creditors

Question: I loaned my friend money and, before he could repay me, he died. Will I still be able to collect the debt owed to me?

April 24, 2019