VA Pension benefit (Aid & Attendance) rules will likely borrow a few Medicaid concepts under legislation proposed by North Carolina Senator Richard Burr and Oregon Senator Ron Wyden. Thanks to the … [Read more...]
Life Estates In 5 Minutes
IMPORTANT: THIS ARTICLE HAS BEEN DRASTICALLY REVISED IN 2022. PLEASE SEE THE UP-TO-DATE VERSION HERE. Understanding life estates may be essential if protecting the home (or other real … [Read more...]
Can You Dodge These Looming Threats?
You have that uneasy feeling that you ought to be doing something . . . just not sure what. Perhaps Mom or Dad has been exhibiting some troubling health symptoms. As the oldest/only/closest child you … [Read more...]
Should Special Needs Trust Beneficiaries Eat Their Pets?
Updated April 14, 2017 Recent Question: Bob, is it OK for the trustee of a special needs trust to purchase a $2,000 pure bred spaniel for the trust beneficiary, Edwina? Recent Answer: Only if … [Read more...]
What Is Medicare Secondary Payer?
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 … [Read more...]
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