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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


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


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


Three Reasons Why Joint Accounts May Be a Poor Estate Plan
Many people, especially seniors, see joint ownership of investment and bank accounts as a cheap and easy way to avoid probate since joint...

Brian A. Raphan, Esq.
Oct 2, 20143 min read


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


Using a No-Contest Clause to Prevent Heirs from Challenging a Will or Trust
If you are worried that disappointed heirs could contest your will or trust after you die, one option is to include a “no-contest clause”...

Brian A. Raphan, Esq.
May 16, 20141 min read


The New New York Estate Tax Beware A 164% Marginal Rate
Some timely tax news from Forbes staff writer Ashlea Ebeling: It’s no April Fool’s joke. New York state doubled its estate tax exemption...

Brian A. Raphan, Esq.
Apr 4, 20143 min read
The 10 Most Overlooked Tax Deductions for Care Givers
Thanks to AgingCare.com & Lori Johnston for contributing these often forgotten tips: Before filing your taxes, don’t miss out on...

Brian A. Raphan, Esq.
Feb 26, 20143 min read


How Do Divorce and Remarriage Affect Social Security Benefits?
It is common knowledge that husbands and wives are entitled to collect Social Security benefits on their spouses’ work records. Less well...

Brian A. Raphan, Esq.
Dec 28, 20132 min read


The Top Eight Mistakes People Make With Medicaid Planning
1. Thinking it’s too late to plan. It’s almost never too late to take planning steps, even after a senior has moved to a nursing home. 2....

Brian A. Raphan, Esq.
Mar 5, 20132 min read
Important news for seniors and their families
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