Blog

March 23, 2018
Spousal Refusal or "Just Say No"

Medicaid 101: Part 8 – Spousal Refusal or “Just Say No”

Part 6 of this Medicaid blog series discussed the traditional method for a married individual to qualify for long-term care Medicaid. In some circumstances, a non-traditional method, called Spousal Refusal, can be implemented. Typically, the healthy spouse (known as the “community spouse”) can protect more assets with the Spousal Refusal method than with the traditional […]
March 15, 2018

Medicaid 101: Part 7 – Spousal Monthly Income Allowance

Part 1 of this Medicaid blog series generally discussed the Medicaid program and its eligibility requirements.  Part 2 discussed the Assisted Living Waiver program, and Part 3 addressed the PASSPORT program.  This post will refer to all three programs collectively as “long-term care” Medicaid. While each of these programs has a specific set of eligibility […]
March 8, 2018
Snapshot Date and Community Spouse Resource Allowance

Medicaid 101: Part 6 – Snapshot Date and Community Spouse Resource Allowance

Part 1 of this Medicaid blog series generally discussed the Medicaid program and its eligibility requirements.  Part 2 discussed the Assisted Living Waiver program, and Part 3 addressed the PASSPORT program.  This post will refer to all three programs collectively as “long-term care” Medicaid.  While each of these programs has a specific set of eligibility criteria, some criteria apply to all three programs, including the […]
March 1, 2018
Five-Year Lookback Period and Penalties

Medicaid 101: Part 5 – Five-Year Lookback Period and Penalties

Part 1 of this Medicaid blog series generally discussed the Medicaid program and its eligibility requirements.  Part 2 discussed the Assisted Living Waiver program, and Part 3 addressed the PASSPORT program.  This post will refer to all three programs collectively as “long-term care” Medicaid. While each of these programs has a specific set of eligibility […]
February 22, 2018
Income eligibility and Patient Liability

Medicaid 101: Part 4 – Income eligibility and Patient Liability

Part 1 of this Medicaid blog series generally discussed the Medicaid program and its eligibility requirements.  Part 2 discussed the Assisted Living Waiver program, and Part 3 addressed the PASSPORT program.  This post will refer to all three programs collectively as “long-term care” Medicaid. While each of these programs has a specific set of eligibility […]
February 15, 2018
Medicaid PASSPORT Program

Medicaid 101: Part 3 – Medicaid PASSPORT Program

Part 1 of this Medicaid blog series generally discussed the Medicaid program and its eligibility requirements.  Those requirements apply to individuals seeking Medicaid benefits in the nursing home.  Those same requirements also apply to individuals seeking coverage of in-home services under the PASSPORT program, but the Medicaid PASSPORT program has some additional requirements. What is […]
February 8, 2018
Medicaid Assisted Living Waiver Program

Medicaid 101: Part 2 – Medicaid Assisted Living Waiver Program

Part 1 of this Medicaid blog series generally discussed the Medicaid program and its eligibility requirements.  Those requirements apply to individuals seeking Medicaid benefits in the nursing home.  Those same requirements also apply to individuals seeking coverage of their assisted living services, but the Medicaid Assisted Living Waiver program has some additional requirements. First, let’s […]
February 1, 2018
Medicare and Medicaid

Medicaid 101: Part 1 – What Are Medicare and Medicaid?

This post is the first of a series of blogs that will address eligibility criteria and concepts relating to the Ohio Medicaid program.  The blog posts will build on each other to help give you a broad overview of the program and its requirements and benefits. Let’s start at the top:  What is Medicare?  How […]
December 27, 2017
Estate Plan

New Year’s Resolution: Create or Update Your Estate Plan

A new year means new beginnings – spending more time with your family, paying closer attention to your health, learning a new skill or hobby.  As you take a close look at things you can improve in 2018, don’t forget your estate plan. If you do not have an estate plan in place, now is […]
December 11, 2017

Seasonal Changes and Alzheimer’s Disease

With the change in weather and the holiday season upon us, schedules get busier and stress levels increase.  We all seem to need more time in the day, but individuals living with Alzheimer’s disease and other forms of dementia are often the most affected. If you notice marked changes in a loved one’s behavior this […]
November 21, 2017
Paying too much property tax?

The Ohio Homestead Tax Exemption

Are you 65 or older?  Are you under 65 and disabled?  If so, you may be eligible to receive the homestead exemption to reduce your property taxes. The homestead exemption applies to owner-occupied residences for individuals 65 or older, or under 65 and disabled whose adjusted gross income is less than $31,800. If you qualify […]
October 23, 2017
The Effect of Withholding a Will

Don’t (Un)Intentionally Disinherit Yourself: The Effect of Withholding a Will

When someone dies with assets in his or her estate, the estate must be probated in the county in which the person resided at the time of death. When the estate is probated, the individual named as Executor in the Will submits the will to the probate court and asks for the will to be […]