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WHOSE MONEY IS IT ANYWAY? "My mother has a CD worth about $50,000 and a checking account with $22,000 in it. But the checking account is in my name, too, so that's half mine, right?" The man says on the other side of my desk. I plop my body back into my office chair...
YOU DON'T KNOW "JACK" People are living longer. That's a good thing. There is a higher level and far better quality of care being provided to our elderly and senior populations. That's a good thing. But this longevity and care comes at a price, literally. In the past,...
HIGHER INTEREST DOESN'T ALWAYS MEAN A BETTER INVESTMENT I'm a lawyer. I don't give investment advice. Giving investment advice seems to me to be something like predicting the weather - we can all take a stab at it, few will be correct. Since most of my clients are...
WHOSE INCOME IS IT ANYWAY? The United State Supreme Court will soon decide one of the hottest issues in Medicaid planning. Must the community spouse use the institutionalized spouse's income to meet her basic needs? Medicaid is the only government program that pays...
MEDICAID MYTH: I WAITED TOO LONG, I CAN'T PLAN ANYMORE People think long term care is some else's problem. They picture themselves passing away quietly in their sleep - in a calm, painless, and peaceful manner. But nursing homes and other long-term care facilities are...
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Sea Girt (732) 974-8898 Middletown (732) 706-8008