When I meet clients and gather all the information regarding their health, assets, income, and family dynamics; one question I always ask is about the current and anticipated health of their future heirs of their estate.… Read More »
Category: Planning
Indiana Medicaid Recipients and Stimulus Money
Generally, Medicaid recipients who receive at-home, assisted living, or nursing home coverage have income limits, asset limits, and are restricted on the amount they can gift and transfer. Benefits and coverage can be lost, delayed, or discontinued, under some circumstances.… Read More »
Credit Cards and Surviving Spouse’s Rights and Obligations
Surviving spouses (and their families) routinely come to me after their spouse has passed away. Most times they have been receiving phone calls or written demands to pay by credit card companies. … Read More »
Updates on Caregiver Homes Program-Spouses now eligible
I have written several articles and blogs on this Statewide program. Since many people want their loved ones at home versus at an institution during the pandemic, these programs have grown popular. … Read More »
A Dementia Diagnosis; what’s next?
When you, or a loved one is diagnosed with dementia, including Alzheimer’s Disease, a tide of emotions will hit you.… Read More »