Congress passed the Senior Safe Act in 2018 to help prevent financial exploitation of older U.S. citizens. As noted by AARP, the Act encourages employees of financial institutions to report suspicions of elder abuse. A review of a senior's account history and recent...
Preserving & Protecting Your Family’s Assets & Legacy
Month: April 2022
Do you need an advance health care directive?
An estate plan can encompass a lot of parts including a Will, Trust and Advance Directives (such as a Power of Attorney and Health Care proxy). A Health Care Proxy allows you to appoint someone you trust to make health care decisions for you at a point when you can no...
How Needs are Assessed for Medicaid Long Term Care Eligibility
Despite thoughtful retirement planning, many people struggle to pay for long-term care in their later years. Individuals may have generous pensions, social security, and retirement funds, but find that the cost of home care or nursing home care can quickly exhaust...
What is the Excess Income program?
Medicaid has restrictions that prevent certain income levels from qualifying. However, Medicaid offers a program called the Excess Income program. Otherwise known as the Surplus Income program or Spenddown program, the goal is to provide Medicaid for people who have...
What can you expect from TBI treatment?
Experiencing a traumatic brain injury can affect your entire life. Your road to recovery depends on the diagnosis and severity of your injury. According to the National Institutes of Health, various treatments may eliminate different emotional, physical and cognitive...