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Viewing 1 - 16 out of 190 posts

Medicaid’s Home Care Waivers Can Help You Avoid a Nursing Home, But the Line May Be Long

Medicaid long-term care benefits traditionally pay mainly for nursing home care, but the federal government can grant “waivers” to states allowing them to expand Medicaid to include home and community-based Read More

Summer Travel for Seniors in Northeast Ohio

It’s that time of the year again when people from all over the world prefer to spend their time outdoors, relaxing while exploring the beauties of their home country or Read More

Estate Planning & Elder Law Overview

June 24, 2021 Topics Covered: Wills, Trusts, Probate, Avoiding Probate, Estate Tax, Powers of Attorney, Health Care Powers of Attorney and Living Wills. Time & Place: RecWest Enrichment Center Dining Room, Read More

How You Can End Up in Medicare’s Donut Hole, and How You Get Out

Medicare prescription drug (Part D) plans can have a coverage gap—called the “donut hole”–which limits how much Medicare will pay for your drugs until you pay a certain amount out Read More

Protecting Your Estate from Nursing Home Costs

Medicaid eligibility for nursing home costs, Trusts, risks of gifting to children and understanding Medicaid’s gift transfer rule. Presentation by Michael J. Millonig, Attorney At Law, Listed in Best Lawyers Read More

Bernie Sanders plan to increase federal estate tax

It has been said that no one is safe when the legislature is in session. Bernie Sanders has introduced a bill in Congress called the “For the 99.5% Act.” It Read More

Medicaid Recipients Have a Little More Time to Spend Down Their Stimulus Money

The one-year deadline for nursing home residents on Medicaid to spend down their first round of stimulus checks is here, but they may have a little extra time. In March 2020, Read More

How the $1.9 Trillion COVID-19 Relief Bill Aids Seniors

President Biden has signed the latest COVID-19 relief bill, which in addition to authorizing stimulus checks, funding vaccine distribution, and extending unemployment benefits, also provides assistance to seniors in a Read More

What to Do With Your Stimulus Check if You Are in a Nursing Home

As the second (and maybe third) round of stimulus checks go out, it is important to know that nursing home residents are not required to turn their checks over to Read More

Alzheimer’s – the other Pandemic

The Barron’s weekly February 8, 2021 publication had a comprehensive article on Alzheimer’s disease which they called The Other Pandemic. https://www.barrons.com/articles/the-coming-alzheimers-crisisand-what-to-do-about-it-51612543200?mod=hp_MAG It is a fairly basic article but good for Read More

What To Do With Your Stimulus Check if You Are in a Nursing Home

As the second round of stimulus checks go out, it is important to know that nursing home residents are not required to turn their checks over to their nursing home. Read More

Ohio Legacy Asset Protection Trusts

There are certain types of trusts that a person can create to protect their estate from lawsuits, bankruptcy, divorce settlements, government expropriation and other creditor claims against their property. Many Read More

Can You Visit Nursing Home Residents After They are Vaccinated?

COVID vaccines are starting to roll out to nursing homes across the country, signaling the beginning of the end of the pandemic. Once your loved one has had both doses Read More


The following seminars are offered for CPA’s, financial planners and insurance agents for continuing education credits. These are not consumer oriented seminars. Registration links are at the bottom of this Read More

Thanksgiving during COVID

This is a difficult time for us to continue to balance COVID-19 safety protocols & government restrictions with spending time with our families and loved ones. The CDC has issued Read More

Asset Protection with Trusts

Clients often ask me about protecting their estate. Sometimes they are not specific and I have to ask them: Who or what do you want to protect your estate from? Read More

Viewing 1 - 16 out of 190 posts