Brian A. Raphan, Esq.
Medicaid isn’t just for Nursing Homes: #Homecare
Traditionally, Medicaid has paid for long-term care in a nursing home, but because most individuals would rather be cared for at home and...
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Brian A. Raphan, Esq.
- Jan 5, 2019
- 2 min
2019 Guidelines Used to Protect the Spouses of Medicaid Applicants
The Centers for Medicare & Medicaid Services (CMS) has released the 2019 federal guidelines for how much money the spouses of...
Brian A. Raphan, Esq.
- Aug 4, 2018
- 4 min
Did You Know Choosing Retirement Account Beneficiaries Can Have Tax Implications?
Retirement Account Beneficiaries & Tax Implications
Brian A. Raphan, Esq.
- Jun 17, 2018
- 2 min
Careful…Gifting To Family Can Affect Medicaid Eligibility
Any transfer that you make, however nominal, may be scrutinized. - Matthew S. Raphan, Esq.
Brian A. Raphan, Esq.
- Jun 13, 2018
- 4 min
Anthony Bourdain Left Loved Ones In Limbo But The Heirs Will End Up Better Than Michael Jackson’s
Via The Wealth Advisor Scott Martin Contributor He lived on the edge and died without warning. The family needed a disaster plan to...
Brian A. Raphan, Esq.
- Jun 12, 2018
- 2 min
How to Protect an IRA From Heirs’ Creditors
When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but...
Brian A. Raphan, Esq.
- Jun 7, 2018
- 7 min
Here’s 6 good reasons you should consider a trust…
Trusts can help you control your assets and build a legacy. Via FIDELITY VIEWPOINTS 06/06/2018 Key takeaways Trusts can help pass and...
Brian A. Raphan, Esq.
- May 17, 2018
- 2 min
Are Medicare Advantage Plans Steering Enrollees to Lower-Quality Nursing Homes?
A recent study has found that people enrolled in a Medicare Advantage plan were more likely to enter a lower-quality nursing home than...
Brian A. Raphan, Esq.
- May 1, 2018
- 1 min
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.
- Feb 14, 2018
- 3 min
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.
- Dec 20, 2017
- 1 min
Stay Safe Online This Holiday Season
This holiday season is ripe for a lot of spam, online scams, viruses, malware and ransomware. All can be at the least annoying and at...
Brian A. Raphan, Esq.
- Sep 7, 2017
- 3 min
How to Find Out if You’re Affected by the Equifax Hack
Article via CNN Money You may have never used Equifax yourself — or even heard of it — but the credit reporting agency could still have a...
Brian A. Raphan, Esq.
- Sep 6, 2017
- 2 min
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.
- Aug 31, 2017
- 2 min
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.
- May 19, 2017
- 2 min
Medicaid Benefits – House Transfer: Deed Does Not Conflict
Reservation of Power of Appointment in Deed Does Not Conflict With Conveyance of Property to Children A Massachusetts appeals court rules...
Brian A. Raphan, Esq.
- Mar 7, 2017
- 3 min
8 Pretty Good Things For Seniors To Remember at Tax Time
Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying...
Brian A. Raphan, Esq.
- Feb 28, 2017
- 1 min
Nursing Home Cannot Sue Resident’s Daughter Who Signed Admission Agreement
A North Carolina appeals court dismisses a breach of contract lawsuit against a nursing home resident’s daughter even though the daughter...
Brian A. Raphan, Esq.
- Jan 4, 2017
- 1 min
Will Gifting a Car Cause a Medicaid Penalty Period?
The answer is probably “yes,” but it depends on the circumstances. Are we talking about a 10-year-old Toyota Corolla or a brand new...
Brian A. Raphan, Esq.
- Oct 18, 2016
- 3 min
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.
- Sep 28, 2016
- 1 min
Revoking a Power of Attorney
If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you...
Important news for seniors and their families
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