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The 6 Biggest Estate Planning Mistakes

Recent Blog Posts

The 6 Biggest Estate Planning Mistakes

Click here for an article about “The 6 Biggest Estate Planning Mistakes”

Can you protect assets but still qualify for Medicaid or Veterans Benefits?

If you are concerned about the high cost of healthcare as you age, you might have assumed that you would have to spend down all assets before Medicaid or VA Benefits would begin to help. I am happy to say that your assumption is incorrect. Attend the free seminar next week, April 13th, 2015 at… Read More »

What is “Portability” in Federal Estate Tax Planning?

In estate tax planning, “portability” means that when a spouse dies, any unused estate tax exclusion amount transfers to the surviving spouse. The surviving spouse can add the deceased spouse’s unused exclusion to their own exclusion. For the portability rule to be effective, an estate tax return must be filed immediately after the first spouse… Read More »

Comparison of Consumer Protections in Three Health Insurance Markets: Medicare Advantage, Qualified Health Plans and Medicaid Managed Care Organizations

Click here for the Kaiser Family Foundation Report

NAELA Says the VA Could Be Sued If Proposed Transfer Regs Are Enacted

In its response to the Department of Veterans Affairs’ proposed regulations that would establish a look-back period and asset transfer penalties for pension claimants, the National Academy of Elder Law Attorneys’ (NAELA) raises the prospect that the VA could be sued if the rules take effect. Click here for more information.

Proposed Veterans Affairs Rule

Earlier this year the Department of Veterans Affairs proposed a new regulation that will drastically effect the ability for veterans and widowed spouses of veterans to obtain pension benefits to help pay for home health care, assisted living and nursing home care. As the proposed rule is not yet law, it is very important to… Read More »

Using Medicare to Help Pay for a Short Term Rehabilitation Stay

Unless Veterans Benefits can be used to help defray the costs of your healthcare, many need to rely on Medicaid to pay for these costs. However, you may have the ability to use Medicare, rather than Medicaid, to help pay for a short term rehabilitation stay in a nursing home. Generally, the basic requirements are… Read More »

Medicaid and Veterans Benefits Presentation

Stubbins, Watson & Bryan Co., L.P.A. Newsletter

Click here for the Winter 2015 Elder Law Newsletter

Stubbins, Watson & Bryan Co., L.P.A. Newsletter

Click here for the Winter 2015 Estate Planning Newsletter