Asset Protection & Medicaid Planning Experts!

How Nursing Homes are Collecting Debts- More Reason to Plan Ahead

Dino and Lillian Palermo, at the Mary Manning Walsh Nursing Home, which filed a guardianship petition.

Lillian Palermo, a 90-year old retired insurance executive, entered a nursing home after she began experiencing dementia, falls, and surgical complications. Her husband, Dino, who is eight years her junior, visits her every day. … [Read more...]

Ask the Expert: Forgetfulness: When to Call a Doctor

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Q. My mother, Meg, has not been herself lately. Last week, when going to the neighborhood post office, she got completely disoriented and lost. She asks the same questions over and over again and often repeats stories. She even … [Read more...]

Top 14 Articles of 2014

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From non-traditional living options to stricter driving laws in Virginia, we covered a lot of ground in 2014. It was a year that included a new act to help special needs families, enhancements to the Medicaid program, and amazing … [Read more...]

A New Act to Help Special Needs Families

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  Q. My 9-year-old daughter, Noelle, is intellectually disabled. The costs for her therapy and assistive technology are quite high, and we are in the process of applying for government assistance (SSI). Despite our struggles … [Read more...]

Finding the Right Nursing Home

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Carol and Bob invited his mother, Ginny, to spend the holidays with them, as she does every year. This year, her live-in caregiver expressed concern that it was not a good idea because Ginny’s dementia has gotten worse and she may … [Read more...]

Critter Corner: Will Medicaid Pay for Assisted Living?

Dear Baxter, My father is in the early stages of dementia, and is considering assisted living. If my father is eligible, does Medicaid cover assisted living, or only nursing home care? Thanks for your help! Anita … [Read more...]

Ask the Expert: 2015 Key Medicaid Dollar Amounts

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Q. Every year your firm provides the key dollar amounts that are frequently used in elder law, including Medicaid figures, long-term care insurance deductibility limits, Medicare premiums, Social Security Disability, and … [Read more...]

Virginia 529 Prepaid Education Plan Limited Time Open Enrollment: Plan Ahead for Your Child or Grandchild

We all dream of the day when our child or grandchild is accepted to college. From the time he or she is diapers, we begin planning for great things. We drive them to soccer, gymnastics, and music lessons in hopes that they are … [Read more...]

Long-Term Care Insurance- The Good, the Bad, and the Ugly

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November is Long-Term Care Awareness Month, a continuing effort to raise public awareness about long-term care insurance and planning. Statistics show that more than 70% of people age 65 or older will need long-term care sometime … [Read more...]

Gifting and the 2015 Gift and Estate Tax Exclusion Numbers

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Q. I recently got married and my husband and I found the perfect starter home in Fairfax County. The owners accepted our offer and my mother generously offered to give us $20,000 to help with the down payment. She also has a … [Read more...]