» Blog

Change in Eligibility Criteria for VA’s Healthcare Program

The Veterans Health Administration is America’s largest integrated health care system, serving over 8.5 million veterans each year.  A veteran who served in the active military and was separated from service under any condition other than dishonor… Read More
Read More

WHAT IS A LIVING WILL AND WHAT IS A “DNR” ORDER?

A living will is a legal document where a person proactively declares their wishes pertaining to end of life care.  In order to be honored by third parties, the document will need to be executed with similar formalities as a health care power of att… Read More
Read More

Medicaid Applicant Who Made Transfers Before Major Health Problems Still Subject to Penalty Period

A recent New Jersey court of appeals case illustrates some of the pitfalls of the Medicaid rules and the problems that can result without proper planning.  See S.L. v. Division of Medical Assistance and Health Services (N.J. Super. Ct., App. Div., N… Read More
Read More
Categories: Blog, Estate Planning

Cognitive Decline – Is There a Way to Reverse This Misfortune?

Alzheimer’s disease typically strikes adults age 65 and over. Cognitive decline currently affects 5.2 million Americans and 30 million individuals all over the world. The future is especially bleak, with 16 million Americans over 65 projected t… Read More
Read More
Categories: Blog

Some Questions About Inheriting A Retirement Account

Will my beneficiaries owe taxes on the retirement accounts I pass down to them? Most retirement accounts, including so-called “traditional” IRAs and employer sponsored 401(k) accounts, are funded with the pre-tax contributions of the plan partici… Read More
Read More
Categories: Blog, Estate Planning

Does everybody have an estate plan?

Yes, in that the state furnishes everyone with a plan to settle their affairs and distribute their assets when they die.  That plan is called the laws of intestacy. However, that is a far cry from having your own plan to provide for who is to be in… Read More
Read More
Categories: Blog, Probate

Private Reverse Mortgages

What is a reverse mortgage?  Similar to a conventional mortgage (“Conventional Mortgage”), the borrower in a reverse mortgage (“Reverse Mortgage”) will continue to own the home.  The lender does not take title to the home, but rather will h… Read More
Read More
Categories: Blog

Medicaid Rules Pertaining to the Home

The treatment of the home residence under the Medicaid rules can be somewhat confusing.  Here is a brief rundown of the some of the major points to understand. So long as the property (“Home”) is used as the principal residence by the individual… Read More
Read More
Categories: Blog

What is an "Ancillary Probate?"

When a person dies leaving assets owned individually in the decedent’s name only, those assets will need to pass through a court-supervised process known as “probate.”  The primary probate for a decedent is conducted under the jurisdiction of… Read More
Read More
Categories: Blog, Probate

WHAT IS A PREPAID FUNERAL AND SHOULD I HAVE ONE?

A prepaid funeral is when a person and/or that person’s family pay for funeral services and related costs while the person is alive.  For many individuals, dealing with the financial aspects of the funeral and burial process is simply one more ele… Read More
Read More
Categories: Blog

logo-weatherby-350

For More Information

Fill out our online form

Testimonials

Hank is a trusted colleague with whom I have forged a collaborative relationship to better serve our mutual clients on advanced estate and business planning matters. He possesses a rare blend of exceptional technical ability and superior client servi… Read More
– George Constant

Upcoming Events

<< Oct 2017 >>
MTWTFSS
25 26 27 28 29 30 1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31 1 2 3 4 5