What is Medicaid’s Five Year Lookback Period?
Medicaid's Five Year Lookback Period is probably one of the most misunderstood concepts in long term care planning. The simple definition is that the Medicaid office will look back five years from [...]
Four Roadblocks to Family Long Term Care Discussions
One of the hardest conversations parents and children can have is around the parents planning for long term care. Unfortunately, there are also some roadblocks to the conversation happening at all. This [...]
Five Client Red Flags
*Here's one mainly for attorneys, but the general public will also find it interesting.* What are the biggest red flags I see when meeting with clients for the first time that make [...]
Does Medicaid Care About $15K Gifts?
One of the biggest misconceptions around Medicaid qualification for nursing home care and gifts is the belief that gifts of $15,000 each year "don't count." That is simply not true. There are [...]
The Adjustments: An Opportunity
Written by Bernie K. a 92-Year-Old Economist Change, especially unexpected change, brings along with it the question of “Where do I go from here?” Often along with it comes a sense of hesitation, anxiety [...]
3 Keys to Finding the Right Care Facility for Mom
Finding the right care facility for Mom can be a little more challenging than people realize, but there are some key factors to help you add structure to the search. Among the many are [...]
Top Ten Don’ts of Medicaid Planning
Medicaid Planning can be one of the most confusing and frustrating things a family can have the misfortune of handling. There are so many rules, regulations, and traps people can fall into by not [...]
Getting YouTube Ready as The Plain English Attorney
The Plain English Attorney™ The past few months have been an educational experience for me. After I attended The Estate Planning Source’s Advanced Institute in Nashville last September, I have seen an uptick in [...]
321 Biz Development Interview with Jeffrey G. Marsocci, Estate Planning Attorney
Just to name a few certifications, Mr. Marsocci is Certified Medicaid Planner™, a certification granted by the CMP™ Governing Board, and Mr. Marsocci is an accredited attorney with the Dept. of Veterans Affairs. [...]
Ordering Checks for an Estate Account
Part of being an executor or administrator for an estate is paying the bills for the deceased person, and that requires checks for the estate account. In order to help keep costs low for [...]