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Annapolis Estate Planning Attorneys

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Three Important Health Care Directives

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When setting up an estate plan there are three very important health care documents that I recommend to my clients. The first document is a Health Care Power of Attorney.  This document designates the health care agent (the person you choose to act on your behalf) to make health care decisions for you when you are not able to communicate.  These decisions include reviewing medical records, … [Read more...] about Three Important Health Care Directives

“Gifting and Medicaid” by Attorney Nicole LivingstonWhat is a look-back period?

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  What is a look-back period?   When you file an application for Long Term Care Medical Assistance, you are required to provide five years of financial statements documenting transactions in your accounts.  You may also provide five years of tax forms.  The purpose is to determine whether or not you gave away assets during this time frame in contemplation of filing an application for Medical … [Read more...] about “Gifting and Medicaid” by Attorney Nicole LivingstonWhat is a look-back period?

Medicaid Class-Action Lawsuit

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There is a significant difference in the time required by law to process a Medicaid application and the actual time it takes to do so.  The Medicaid program is not just for the elderly, but also for low-income and disabled individuals. A recent class-action lawsuit accuses the Maryland Department of Human Resources of breaking state law by taking up to a year to process Medicaid applications. … [Read more...] about Medicaid Class-Action Lawsuit

Register today for our FREE Estate Planning Seminars scheduled for next week!

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  The presentation establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, unmarried … [Read more...] about Register today for our FREE Estate Planning Seminars scheduled for next week!

AM I ADMITTED TO THE HOSPITAL OR NOT, AND WHY IT MATTERS

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  For those of you who have gone to the Emergency Room (ER) or taken your parent to the ER for treatment after a fall or episode, this is important information, especially if you or your loved one is on Medicare. There is a lot of misinformation or partial information floating around about whether Medicare pays for a stay in a Nursing Home for rehabilitation.   Medicare will pay for the first 20 … [Read more...] about AM I ADMITTED TO THE HOSPITAL OR NOT, AND WHY IT MATTERS

Listen to "Your Estate Matters!" tomorrow morning (Tuesday) at 8:50 a.m. on WNAV Radio

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   Make sure to tune in to WNAV Radio on 1430 AM or 99.9 FM on Tuesday mornings at 8:50 a.m.  for YOUR ESTATE MATTERS!  Attorneys Colleen Sinclair Prosser, Nicole Livingston and Paula M. Mattson-Sarli relate cutting edge estate planning information.  The topic tomorrow is "Am I admitted to the hospital or not, and why it matters" by Paula M. Mattson-Sarli. … [Read more...] about Listen to "Your Estate Matters!" tomorrow morning (Tuesday) at 8:50 a.m. on WNAV Radio

The Eight Questions You Must Ask if You or a Loved One is Going Into a Nursing Home

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The decision to place yourself or a family member into a nursing home is one of the most difficult decisions you may ever be asked to make. That’s why it’s important, if that time comes, to have a plan and to know what questions to ask. In a perfect world, you’d have plenty of time to visit the nursing homes, talk to the residents, meet the care staff, sample the food and so on. Unfortunately, we … [Read more...] about The Eight Questions You Must Ask if You or a Loved One is Going Into a Nursing Home