Month: June 2020

Leaving a Living Legacy, Beyond the Inheritance Webinar

          Leaving a living legacy.  Your legacy is the stories of your experiences, values, and skills. Adding your story to your estate plan can be a gift to your beneficiaries more valuable than money itself.  Join Jeff in his webinar on Wednesday, July 8 at 12:00 PM and begin writing your […]

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Paying Family Caregivers through Medicaid: Self-Directed Care

In a prior post, we reviewed how Structured Family Caregiving under Indiana Medicaid’s waiver services can compensate a family caregiver.  Another program under Indiana’s Medicaid waiver services that can compensate the family caregiver is the self-directed care program. What is Self-Directed Care? Rather than use a third party to provide Medicaid funded care, waiver recipients […]

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Pay Family Caregiver through Medicaid: Structured Family Caregiving

A little known program can pay a family caregiver through Medicaid.  Being a family caregiver can be a real gift to your loved one.  Often care provided by family caregivers allows your loved one to reaming at home much longer than he or she could without your help.  However, juggling your own job along with […]

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Switching Medicare Plans If You Move

You may need to be switching Medicare plans if you move.  If you are over 65 and preparing to move to another county or state, be sure to add “check Medicare plan” to your to-do list. You need to make sure your Medicare plan will still be in effect after you move. Whether or not […]

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When Will the Will be Read? Getting Started with Settling the Deceased’s Affairs

Hollywood tends to sensationalize the beginning of settling the deceased’s affairs.  The scene typically begins in a darkened attorney’s office decorated with shelves of legal books and a large mahogany desk.  On one side sits the beloved family attorney, on the other the family of the recently departed.  As a hush falls upon the gathered […]

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Budgeting: The Five Uses of Money with Scott Goldsmith

Once an individual is approved for Medicaid benefits, he or she will receive such benefits subject to the payment of his or her liability. The liability is similar to a copayment under traditional insurance and is calculated based on the recipient’s income. While a solid legal plan can protect marital assets, a portion of the […]

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