top of page

Search


Medicaid Applicants & Home Care: Centers for Medicare and Medicaid Services Clarifies Penalty Pe
The Centers for Medicare and Medicaid Services (CMS) has clarified when a transfer penalty begins for Medicaid applicants who are seeking...
Brian A. Raphan, Esq.
May 1, 20181 min read


Stepmothers and Estate Planning: Who inherits?
Via Quentin Fottrell Dear Moneyologist, My dad passed away five years ago. He did leave a will on how he wanted his estate to be...
Brian A. Raphan, Esq.
Feb 21, 20182 min read


Ooops! Did you choose the wrong executor?
You finally got around to making your Will. You deserve a sigh of relief. But did you choose the right executor? Or have you burdened an...
Brian A. Raphan, Esq.
Feb 14, 20183 min read


10 Really Good Year-End Tax Tips
Via By Maryalene LaPonsie, Contributor With the end of the year looming, the window is quickly closing for taxpayers who want to minimize...
Brian A. Raphan, Esq.
Dec 12, 20174 min read


Be Aware of the Kiddie Tax Before Leaving an IRA to Children
Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the “kiddie tax” could make doing...
Brian A. Raphan, Esq.
Sep 6, 20172 min read


State Properly Valued Sale of Medicaid Applicant’s Life Estate…
An Ohio appeals court rules that the state correctly valued the sale of a Medicaid applicant’s life estate using the specific state...
Brian A. Raphan, Esq.
Aug 31, 20172 min read


Top 10 Elder Law decisions of 2016
Below, in chronological order, is ElderLawAnswers’ annual roundup of the top 10 elder law decisions for the year just ended, as measured...
Brian A. Raphan, Esq.
Feb 9, 20173 min read


What Is a Life Estate?
The phrase “life estate” often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a...
Brian A. Raphan, Esq.
Oct 18, 20163 min read


The Money Letter That Every Parent Should Write
As an elder law attorney I come across many clients that are looking to pass their wealth to their children–but how about passing on some...
Brian A. Raphan, Esq.
Jun 21, 20164 min read


Testamentary Trust & MEDICAID…
Testamentary Trust Qualifies As SNT Despite Support Language The Supreme Court of Connecticut rules that the state Department of Social...
Brian A. Raphan, Esq.
May 10, 20162 min read


When Is A Guardian Required for an Adult?
Guardianships are set up to protect and help people in need, such as an elder or loved one unable to care for their own financial or...
Brian A. Raphan, Esq.
Apr 12, 20164 min read


Should My Parents Give Me Their Home?
Many parents wonder if it is a good idea to give their home to their children. The children may be the first to say 'yes!' While it is...
Brian A. Raphan, Esq.
Mar 23, 20162 min read


Free Downloads: Easy to read elder guides for families and seniors.
Probate, Estate Planning, Healthcare Proxies, Medicaid Planning, etc. Get informed and find many of the answers to your existing...
Brian A. Raphan, Esq.
Mar 19, 20161 min read


8 Things Seniors Should Remember at Tax Time
April 15th is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying taxes. As tax time draws near,...
Brian A. Raphan, Esq.
Mar 11, 20163 min read


Medicaid Applicant’s Irrevocable Trust Is an Available Resource Because Trustee Can Make Distr
An Alabama appeals court rules that a Medicaid applicant’s special needs trust is an available resource because the trustee had...
Brian A. Raphan, Esq.
Feb 2, 20161 min read
Q: When Do I Need a Guardianship?
A: The standard under which a person is deemed to require a guardian differs from state to state. And even within some states the...
Brian A. Raphan, Esq.
Oct 1, 20155 min read


When Should You Update Your Estate Plan?
Marriage Whether it is your first or a later marriage, you will need to update your estate plan after you get married. A spouse does not...
Brian A. Raphan, Esq.
Sep 30, 20153 min read


Estate Planning for a Single Person
If you are single, you may not think you need to plan your estate, but single people are in as much need of a plan as anyone else. Estate...
Brian A. Raphan, Esq.
Feb 21, 20152 min read


Legal DIY Web Sites Are No Match for a Pro, Consumer Reports Concludes
After road testing three leading Web sites that help you create your own will, power of attorney, and other important legal documents,...
Brian A. Raphan, Esq.
Dec 12, 20142 min read


WHY IRREVOCABLE TRUSTS VS OUTRIGHT GIFTING
So, why complicate things with a trust? Why not just keep the planning as simple and inexpensive as possible? The short answer is that...
Brian A. Raphan, Esq.
Dec 3, 20142 min read
Important news for seniors and their families
bottom of page