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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.
Jun 7, 20187 min read


What’s the Difference Between Medicare and Medicaid in the Context of Long-Term Care?
Although their names are confusingly alike, Medicaid and Medicare are quite different programs. Both of these programs provide health...

Brian A. Raphan, Esq.
Mar 27, 20182 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


Visiting Lawyer Services is extremely helpful for those who need a lawyer but can not leave home.
Visiting Lawyer Services is extremely helpful for those who need a lawyer but can not leave home. As an elder law firm we take pride...

Brian A. Raphan, Esq.
Sep 26, 20172 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


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.
May 19, 20172 min read


Steps to Prevent a Contested Will
Emotions can run high at the death of a family member. If a family member is unhappy with the amount they received (or didn’t receive)...

Brian A. Raphan, Esq.
Mar 7, 20173 min read


NY Court Rules that Community Spouse’s Refusal to Contribute to Care Creates Implied Contract to Rep
http://www.raphanlaw.com A New York trial court enters judgment against a woman who refused to contribute to her spouse’s nursing home...

Brian A. Raphan, Esq.
Aug 23, 20161 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


Payments to Caregiver Subject Medicaid Applicant to Penalty Period
Reversing a lower court, a Michigan appeals court rules that under state regulations a Medicaid applicant’s payments to a non-relative...

Brian A. Raphan, Esq.
May 4, 20162 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


Protecting Your House from Medicaid Estate Recovery
After a Medicaid recipient dies, the state must attempt to recoup from his or her estate whatever benefits it paid for the recipient’s...

Brian A. Raphan, Esq.
Feb 4, 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
It’s Official: Estate Exclusion to Rise to $5.45M in 2016
The IRS has announced that the basic estate tax exclusion amount for the estates of decedents dying during calendar year 2016 will be...

Brian A. Raphan, Esq.
Dec 26, 20151 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
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