Biden Administration Eases Recommended Restrictions on Nursing Home Visits

Biden Administration Eases Recommended Restrictions on Nursing Home Visits Biden Administration Eases Recommended Restrictions on Nursing Home Visits. The Centers for Medicare and Medicaid Services (CMS) has issued new guidance on whether families can visit loved ones in nursing homes.…

Can a Power of Attorney be Refused?

April 1, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Power of Attorney

Can a Power of Attorney be Refused? A power of attorney, or POA, is one of the most commonly used legal documents because of the numerous purposes a POA can serve. At some point in your life you will likely…

The Current State of Medicaid Work Requirements

March 31, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Medicaid, Medicaid Asset Protection Trust, Medicaid Planning

The Current State of Medicaid Work Requirements Former President Trump made it very clear during his presidency that he supported Medicaid work requirements. Indeed, the former Administrator for Centers for Medicare & Medicaid Services (CMS), Seema Verma, under Trump’s administration,…

Pennsylvania Creating Uniform Background Check Process for Those Working with Older Adults

March 27, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Long-Term Care Planning

Right now, Pennsylvania doesn’t have a uniform background check process for people who work with older adults — but that could be changing.

Should I Sell My Life Insurance Policy?

March 26, 2021
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning

When a life insurance policy is no longer wanted or needed, many policy owners either abandon their policy by not paying the required premium or surrender it back to the carrier. In either situation, the insurance carrier wins, and the policy owner is stuck holding the empty bag.

How Do You Plan for the Death of a Spouse?

March 24, 2021
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Life Insurance, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Beneficiary designations, tying up loose ends, reporting last wishes—here’s what you can do now.

Does Living Trust Help with Probate and Inheritance Taxes?

March 23, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Probate and Estate/Trust Administration

I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?

Do You Know These Social Security Surprises?

March 22, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning, Long-Term Care Planning, Social Security

Millions of seniors rely heavily on Social Security to make ends meet. If you're planning to do the same, you should know the ins and outs of how the program works.

Ashes in the Mail — Dealing with the Loss of a Loved One has Changed in the COVID Era

March 19, 2021
Bill O’Leary, Esq.
Coronavirus, COVID 19, Cremation, Death, Elder Care, Elder Law, Estate Planning, Handling Remains, Healthcare Directives, Healthcare Power of Attorney, News

Ashes in the Mail -- Dealing with the Loss of a Loved One has Changed in the COVID Era Jason Oszczakiewicz, a Pennsylvania funeral home director known as "Oz," has become accustomed to delivering the ashes of recently deceased persons…

Can You Increase Your Social Security Benefits?

March 18, 2021
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Long-Term Care Planning

All you have to do is type ‘maximize Social Security’ into Google or any other search engine and you will get hundreds, if not thousands, of hits.