top of page

Search


How Gifts Can Affect Medicaid Eligibility
We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care...

Brian A. Raphan, Esq.
Oct 2, 20142 min read


Tips: How to Track Down a Life Insurance Policy
Use these strategies if a loved one dies and you’re not sure whether he or she had a policy–from a Q&A of Kim Lankford of Kiplinger.com...

Brian A. Raphan, Esq.
Sep 11, 20143 min read


State Can Recover From Entire Value of Property in Which Medicaid Recipient Had Life Estate
The Idaho Supreme Court rules that the state may recover Medicaid benefits from the entire value of a property that a Medicaid recipient...

Brian A. Raphan, Esq.
Sep 3, 20142 min read


Why Irrevocable Trusts vs outright Gifting
People often wonder about the value of using irrevocable trusts in Medicaid planning. Certainly gifting of assets can be done outright,...

Brian A. Raphan, Esq.
Aug 30, 20142 min read


Free Download: 2014 Benefits Guide for Seniors: NYC
Free download. NYC Department of Aging resources. Free benefits guide for senior citizens. For 2014, this guide from NYY.gov is a...

Brian A. Raphan, Esq.
Jul 18, 20141 min read
Can You Appeal If Medicare Refuses to Cover Care You Received?
Absolutely. Sometimes Medicare will decide that a particular treatment or service is not covered and will deny a beneficiary’s claim....

Brian A. Raphan, Esq.
Feb 18, 20142 min read


Tips for Seniors in Preparing their Taxes:
From the IRS: Tips for Seniors in Preparing their Taxes: Current research indicates that individuals are likely to make errors when...

Brian A. Raphan, Esq.
Feb 16, 20142 min read


Lessen the Tax Burden of your Estate with a Properly Drafted Will
If you plan properly and have your plan reviewed periodically, you may lower or eliminate the tax burden on your estate and leave more to...

Brian A. Raphan, Esq.
Jun 26, 20132 min read
Important news for seniors and their families
bottom of page

