Do not confuse health care powers of attorney with general powers of attorney, financial powers of attorney or durable powers of attorney (by the way, general, financial, and durable are all words to describe essentially the same type of document). As I explain to clients, … Continue Reading
A Plain English explanation of why Medicare can (and should) grab part of your worker’s comp or court settlement . . . and what to do about it! Give me five minutes!
I proudly told my 94 year-old Mom and 15 year-old son that I had just been awarded something called a “Medicare … Continue Reading
A scam common in many parts of the country has come to central North Carolina. Veterans (and widows of veterans) are being duped into funneling hundreds of thousands of dollars into totally inappropriate (even disastrous) annuities. The come on? “I can qualify Mom for another … Continue Reading
What do Halloween and Medicare Advantage Open Enrollment Periods have in common?
A. They both are spooky.
B. They happen at about the same time.
C. They leave many people in the dark.
D. Too much of either can make you sick.
E. All of the above.
The correct answer, … Continue Reading
A Sole Benefit Trust is an often neglected yet important type of Special Needs Trust that can be useful in planning for certain categories of individuals with disabilities. For example, a “Sole Benefit Trust” can be a useful solution for a disabled grantor who wishes to protect … Continue Reading