Blog

The Queen of Soul May Have Had a Will After All

By Allison L. Byrd, Morgan & DiSalvo, P.C. In early May 2019, three hand-written ("holographic") wills purportedly written by Aretha Franklin were found in the late vocalist's home. The wills were discovered by Sabrina Owens, the personal representative of Ms. Franklin's estate. Two of the wills (dated June 21, 2010 and October 20, 2010) were [...]

2019-06-03T08:46:10-04:00May 30th, 2019|Blog|

Estate Planning and the Myths of the Movies

By Allison Byrd In our January issue of “The Passionate Estate Planner,” we addressed ten common myths about estate planning. A classic misconception perpetuated in the movies, and number two on our list, is how a Will is read: The myth: My attorney will read my Will aloud in a musty, mahogany-paneled room, while [...]

2019-02-13T09:04:47-04:00February 7th, 2019|Blog, Estate Planning, Wills|

Have an Irrevocable Trust? Have lunch with your accountant before Thursday, March 6, 2019!

By Diane Weinberg, Morgan & DiSalvo, P.C. With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March 6 deadline for determining how much income must be distributed from your non-grantor, irrevocable trust for the prior tax year. For the 2018 [...]

2019-01-31T07:39:56-04:00January 31st, 2019|Blog, Irrevocable Trusts|

The Department of Community Health Introduces the Elderly and Disabled Waiver Program

July 2018 saw another significant change in the Medicaid waiver programs. Medicaid introduced the Elderly and Disabled Waiver Program, which will replace both the Community Care Services Program (CCSP) and the Services Options Using Resources in a Community Environment (SOURCE). CCSP and SOURCE were Medicaid waiver programs that helped individuals at risk for going into a nursing home live at home or in the community while receiving the services that they need. 

2018-11-14T10:08:46-04:00September 18th, 2018|Blog, Elder & Special Needs Planning|

Exciting News from the Department of Community Health: Increases to Medicaid Financial Limits and the Creation of the Elderly & Disabled Waiver Program

In July 2018, the Department of Community Health increased the limit of the personal needs allowance (PNA) for individuals receiving Nursing Home Medicaid by 30 percent – from $50/month to $65/month. This announcement is exciting because it is the first increase in the PNA since 2006.

2018-11-14T10:06:36-04:00August 21st, 2018|Blog, Elder & Special Needs Planning|

Have an Irrevocable Trust? You May Need to Meet With Your Accountant Before March 6, 2018!

With the turning of the year and our progression into spring, our thoughts turn gently to the upcoming income tax season and to the March 6 deadline for determining how much income must be distributed from your non-grantor, irrevocable trust for the 2017 tax year. Trusts themselves are not terribly complex creatures. Someone (the settlor) [...]

2018-01-15T07:19:13-04:00January 15th, 2018|Blog, Irrevocable Trusts|

Medicaid Rules, as Explained by a Trusted Colleague

By Diane Weinberg I've always been a little hesitant to write a general article about Medicaid planning with any detail. Medicaid laws and regulations are extremely nuanced and can impact other laws, including tax laws, VA disability pension law, and laws governing trusts and estate. My biggest fear has always been that someone would read [...]

2017-10-17T12:14:11-04:00October 10th, 2017|Blog, Elder & Special Needs Planning, Elder Law|

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