Medicaid Planning

Fact or Fiction: Medicaid is Going to Take My House

March 8, 2024

Team TREEL

New Jersey’s Medicaid program provides essential health care services to residents who meet certain income…

Long-Term Care: Medicaid Planning

August 11, 2023

Team TREEL

John, 75, is a retired teacher earning $1,800 per month in Social Security benefits. He…

Rumor v. Reality No. 7 – Gifting Penalties

June 16, 2023

Team TREEL

Rumor: “The law says that I can gift $17,000 to each of my children annually…

Rumor v. Reality No. 6: Transferring Home Title for Medicaid Eligibility

June 2, 2023

Team TREEL

Rumor: “Married couples should transfer their residence to their children to ‘protect it’ from nursing…

Special Needs Trusts: Creating Financial Stability

May 23, 2022

Team TREEL

To remain eligible for public assistance, someone who is disabled or unable to manage their…

Case Study: Powers of Attorney and Advance Medical Directives

April 22, 2022

Team TREEL

What could happen if you don’t have powers of attorney and advance medical directives: A…

How the New 2022 Gift Tax Exclusion Can Work for You

February 2, 2022

Timothy Rice

The IRS’ decision to increase the federal gift tax exclusion is welcome news to people…

Multigenerational Homes

January 19, 2022

Timothy Rice

Multigeneration living, where adult children and their parents or grandparents share a home, has many…

4 Reasons to Not Add Joint Account Holders

November 3, 2021

Timothy Rice

Banks often suggest that loved ones be added to bank accounts as joint account holders.…

By the Numbers: Long-Term Care Planning

August 27, 2021

Timothy Rice

In what was termed a “gloomy reality,” a recent New York Times op/ed lamented that…

The Sandwich Generation: How to Ease the Squeeze

August 24, 2021

Timothy Rice

Being “sandwiched” between caring for aging parents and young children creates stress, frustration, and, often,…

Human Infrastructure: Building Your Own Long-Term Care Foundation

August 10, 2021

Timothy Rice

Long-term care has become a recent topic of conversation in Washington, D.C. Recently, President Biden…

Medicaid Planning

Fact or Fiction: Medicaid is Going to Take My House

Long-Term Care: Medicaid Planning

Rumor v. Reality No. 7 – Gifting Penalties

Rumor v. Reality No. 6: Transferring Home Title for Medicaid Eligibility

Special Needs Trusts: Creating Financial Stability

Case Study: Powers of Attorney and Advance Medical Directives

How the New 2022 Gift Tax Exclusion Can Work for You

Multigenerational Homes

4 Reasons to Not Add Joint Account Holders

By the Numbers: Long-Term Care Planning

The Sandwich Generation: How to Ease the Squeeze

Human Infrastructure: Building Your Own Long-Term Care Foundation

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