Resolving Your Nursing Home’s Medicaid Application Challenges – Special Report
Case Study 1: Private funds exhausted – Medicaid denied Bill has been a resident at the Forget-Me-Not Nursing Home for 18 months. After 12 months, Bill’s private pay funds were exhausted and the Medicaid coordinator at the nursing home filed an application on his behalf. Bill’s wife, Linda, was not cooperative in providing the required financial information….
Providing for Your Pets – Special Report
Case Study 1: Dog owners want to ensure pets’ security and care Doug and Janice Robertson are married and have grown children who live on their own. Since retiring, Doug and Janice have traveled as much as possible. They bring along their constant companions, Duncan and Rosie, two prize-winning Scottish Terriers. The Robertsons know that if something happens…
Understanding Estate Administration – Special Report
What Is Estate Administration? Estate administration is the process by which the assets of a deceased individual are transferred to beneficiaries. If the decedent has a will, the assets are transferred in accordance with the terms of that will. If the decedent has no will, the assets pass under the intestate statute of the State of New Jersey. Who…
What You Should Know About Planned Giving – Special Report
Case Study: Planned giving techniques help donor achieve estate planning goals Joe Generous feels indebted to his alma mater because the education he received there changed his life in so many gratifying ways. Joe has always made modest annual gifts to the university. He would like to give more, but hesitates to do so for two reasons. First,…