March 23, 2019

Warning Signs of Cognitive Decline

Cognitive Decline is something we consider when working with our clients in the matters of Elder Law, Estate Planning, Medical Assistance (Medicaid), Guardianship, Asset Preservation and Fiduciary Representation. Let us help you minimize your stress and be prepared to handle a changing situation.
March 22, 2019

Using Immediate Annuities to “Spend Down” for Medicaid

To qualify for Medicaid, a Federal program wherein the government pays a portion if not all of an elderly patient’s long-term care costs, an applicant cannot own more than $2,500 in countable assets.
March 22, 2019

Common Medicare Scams

Despite the best efforts of the Centers for Medicare & Medicaid Services, recipients of both programs are frequently the targets of various identity theft schemes. Let's review some important tips to be aware of to protect seniors.
March 21, 2019

What is a Revocable Living Trust?

A Living Trust is one established while the grantor is still alive. A Revocable Trust means the grantor can amend the documents as long as they are mentally competent.
February 24, 2019

Choosing a Beneficiary

Planning for a future after you die is never fun, but it is one of the best ways we can protect and help the ones we love. Selecting the correct beneficiaries of your estate is a task nobody relishes, but it is nonetheless important.
February 20, 2019

Social Security Disability (SSDI) vs. Supplemental Security Income (SSI)

According to the Social Security Administration, almost 1 in 3 young adults will require benefits before they reach retirement age.
January 17, 2019

The Importance of Reviewing Assets & Estate Planning Documents Post-Divorce

Are you divorced or in the middle of a divorce proceeding? If so, you should review your estate planning documents, ownership titles on your assets and named beneficiaries.
January 15, 2019

An Overview of the Maryland Estate Tax

Like its Federal Counterpart, the Maryland Estate Tax (MET) is not collected from every estate passing assets through probate.
January 10, 2019

Paying Medicare Online

Most banks allow customers to pay bills from large, stable debtors such as credit cards companies, utilities, or nationwide retailers directly from their bank account. That service is now available to Medicare recipients.