Month: December 2019

Think Twice About Putting Estate Planning Documents in A Safe Deposit Box

At first, it may seem like a responsible idea to put your important estate planning documents into a safe deposit box at a bank, where the documents will be safe and protected. But storing your documents this way could result in unintended consequences upon your death. If a Personal Representative (PR) or Trustee has not …

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Medicaid Policy: What you Need to Know about Hiring Individuals to Provide Care

I find that most people are already aware of the five year look back period that impacts Medicaid benefits to cover expenses for in-home care, assisted living, or nursing home care.  The Department of Health and Human Services (“DHHS”) must be told about all transfers within five years of applying for benefits that were for …

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