2021 Utah Home Equity Limits for Medicaid: How much is too much for...
http://www.kathierobertslaw.com/blog The 2021 Utah Medicaid equity limit for a home is $603,000.00. This means that if you have a home with equity greater than this amount, you may not qualify for...
View ArticleTrustee of Special Needs Trust?
What Are a Special Needs Trustee’s Record-Keeping Duties? One of the most important roles in a special needs plan is that of trustee, the person who administers a special needs trust (SNT). Of a...
View ArticleDivorce and Social Security Benefits
Did you know that your ex-spouse can be entitled to social security benefits based on your work record?Here is a quote from the social security website: “If you are divorced, your ex-spouse can...
View ArticleUndue influence: what is it and what to watch out for?
Undue Influence is when someone pressures another in such a way that the person being influenced is not acting by their own free will; they are being coerced into taking a certain action. Undue...
View ArticleWhat is ISM?
ISM is an acronym used by the Social Security Administration which refers to “In Kind Support Maintenance”, which can reduce the amount of a recipient’s SSI. Currently, the SSA considers any in-kind...
View ArticleShould an Agent Under Durable Power of Attorney Have the Power to Change...
A Durable Power of Attorney (DPOA) is a powerful legal tool that allows you to designate someone to act on your behalf in financial and legal matters if you become incapacitated. One crucial decision...
View ArticleNavigating Financial Options for Individuals with Disabilities: A Comparison...
In the realm of financial planning for individuals with disabilities, there are various tools available to help manage assets and secure a stable future. Among these tools, ABLE accounts and...
View ArticleNavigating the Impact: Working on SSI Benefits
Introduction: Working while receiving Supplemental Security Income (SSI) benefits can be a challenging balancing act. On one hand, it offers individuals the opportunity to earn additional income and...
View ArticleFive Tips for Discussing Diminishing Capacity with a Loved One
As an elder law attorney, I’ve guided many families through the challenging process of addressing a loved one’s diminishing mental capacity. Here are five essential tips to help you navigate this...
View ArticleUnderstanding Qualified Disability Expenses for ABLE Accounts: What You Need...
As a financial tool designed to help individuals with disabilities save money without jeopardizing their eligibility for crucial government benefits, ABLE (Achieving a Better Life Experience) accounts...
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