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life care planning

Jan 10, 2023

Ten Most Common Myths about Medicaid

1 – I cannot give away anything and qualify for Medicaid.

This is a complicated area of the law and readers should consult with a knowledgeable elder law attorney before they transfer their assets. Although transfers between spouses are exempt, transfers to persons other than spouses usually subject the donor to penalties that result in periods of ineligibility for Medicaid.» Read More

Dec 01, 2022

Researchers Warn That Failure to Plan by and for Individuals with Disabilities may Result in a Major Public Health Crisis

A recent national study found that half of the families that care for a loved one with a disability have not made plans for the future. That is likely to have devastating effects, as three-quarters of Americans with disabilities live with a family caregiver, and one-quarter of those caregivers are sixty or older.» Read More

Jan 05, 2022

How to Determine if Your Family Member Needs Help and How You Can Assist without Overstepping

It’s that time of year: holiday music, traffic, and annual pilgrimages to see faraway family members. For many of us, this is the first time we have seen those family members in two years. Covid has necessitated prolonged isolation that has impacted the mental health and cognitive status of many older adults. » Read More

Aug 28, 2020

Special Needs Spotlight Webinar Series: Guardianship and Supported Decision-Making

The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this session, “Guardianship and Supported Decision-Making,” A. Nichole Cipriani, a Member of the firm, was joined by Elizabeth McKenna, CFP and Chartered Special Needs Consultant at Merrill Lynch Wealth ManagementRead More

Jun 30, 2020

Special Needs Spotlight Webinar Series: Creating a Letter of Intent and a Life Plan

The law firm Norris McLaughlin, P.A., is pleased to present this Special Needs Spotlight Webinar Series. In the fifth session, “Creating a Letter of Intent and a Life Plan,” Abbey M. Horwitz, a Member of the firm, spoke with Elizabeth McKenna, CFP and Chartered Special Needs Consultant of Merrill Lynch Wealth Management, and Heidi Rome, internationally-recognized expert on the autism journey for mothers, Autism Mom Coach, and founder of Moms Spectrum OasisRead More

Jun 10, 2020

Special Needs Spotlight Webinar Series: Integrating Financial & Legal Planning for Families with a Child with a Disability

The law firm Norris McLaughlin, P.A., is pleased to present the second session of the Special Needs Spotlight Webinar Series, “Integrating Financial & Legal Planning for Families with a Child with a Disability.” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant at Merrill Lynch Wealth Management, spoke on financial, estate, and other legal planning for families with children with special needs.» Read More

May 27, 2020

Special Needs Spotlight Series: Taking Control – Harnessing Anxiety & Turning It Into a Plan

The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this introductory session, “Taking Control – Harnessing Anxiety and Turning it Into a Plan,” Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, spoke with Trish Colucci Barbosa, RN and Care Manager at Peace Aging Care Experts, LLC, and Elizabeth McKenna, CFP and Chartered Special Needs Consultant at Merrill Lynch Wealth ManagementRead More

Feb 06, 2020

Tomorrow May Come Sooner Than You Think…

We recently had a new client come to see us regarding life care planning at the urging of her children. She was the primary caregiver for her husband who has advanced dementia and needs 24-hour care. She was in good health and felt she was managing well for the moment but was interested in beginning a discussion about what her options would be if his care needs increased or if something happened to her.» Read More

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