Our Blog

Raising Awareness of Identity Fraud and Seniors

February 18, 2019 Frank Campisano

Identity theft is an unfortunate reality for all of us, but seniors are especially vulnerable to scams, con artists and fraudsters, putting their wellbeing and finances at serious risk. For caregivers, family and anyone who works with the elderly, it’s important to be aware of these issues and provide senior

What is a 529 Plan and Should it be Part of Your Estate Planning Strategy?

February 04, 2019 Frank Campisano

There are many savings options available that can be used as part of your estate plan, and a 529 plan is one of these options. Here are some insights from your estate planning attorney in New Jersey. What is a 529 Plan? This is a college savings plan that is exempt

Everything You Need to Know About Medicare Advantage Open Enrolment in 2019

January 21, 2019 Frank Campisano

Medicare Advantage open enrolment is running from January to March 2019, with the traditional open enrolment period running from mid-October to early December. Here’s a guide to what this means, from your elder law attorney in New Jersey. Changing Your Coverage - Medicare Advantage Open Enrolment in 2019 If you are

Incentive Trusts – Giving You Greater Control Over Your Estate

January 07, 2019 Frank Campisano

If you want to have the advantages of a trust but greater control over the assets within it, an incentive trust may be the right tool for your estate plan. Here is a quick guide to how these trusts work and the different benefits they offer, from an estate

Your IRA is a Powerful Estate Planning Tool

December 17, 2018 Frank Campisano

When we first think of estate planning tools, we tend to think of Wills, trusts and financial directives – but we forget about one very useful tool that’s often just sitting on the back-burner: your Individual Retirement Annuity (IRA). As a retirement planning tool, IRAs are well-known for their benefits,

Gifting Your Home to your Child – The Medicaid Implications

December 03, 2018 Frank Campisano

For many people, the cost of senior care is challenging or even impossible to manage without the assistance of Medicaid. In order to qualify for Medicaid, you need to keep the value of your assets below a certain limit, and one way that people choose to meet this requirement

What to do When You’ve Been Denied Medicaid for Excess Resources

November 19, 2018 Frank Campisano

There are many reasons someone can be denied access to Medicaid, from missing documentation to incorrectly filled in forms, but one of the most common issues is for having excess resources. Here is some helpful advice on what to do in this situation, from a Medicaid eligibility specialist and elder

5 Mistakes to Avoid When Creating and Managing a Trust

November 05, 2018 Frank Campisano

A trust can be a highly functional and useful estate planning tool, helping you provide for dependents more effectively, avoid probate and even reduce taxation on your estate. However, according to your estate planning attorney in New Jersey, a trust is only effective when it is set up and

When Should I Revise My Will?

October 22, 2018 Frank Campisano

We’re all aware that having a Last Will and Testament is a good idea – after all, it protects assets from taxation and ensures our dependents are properly cared for. But when should your existing Will be revised?

Update Your Last Will and Testament When These Major Life Changes Happen

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A Guide to Medicaid Planning When You are Single or Widowed

October 01, 2018 Frank Campisano

Elderly woman touching face of young female nurse

When it comes to Medicaid planning, a lot of the focus is on how you can go about protecting your assets through different strategies under existing spousal protection rules – but what about people who are unmarried or widowed? Fortunately, there are solutions, says a leading elder law attorney

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