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When to Update your Marco Island Will

Last Will

One of the most important tools of elder law and estate planning is the will. A will is a document prepared by a legal professional that outlines, in detail, how you would like your assets and property to be distributed when you pass away. Each state has its own laws as to what is considered an acceptable will, which is why you should have your will done by a professional. (more…)

Do I Really Need a North Fort Myers Estate Planning Lawyer?

Estate Planning Lawyer

If you were to take an informal poll of the people of Fort Myers, you will find that the majority of people believe that only those with significant financial resources need estate planning services. An estate planning lawyer offers a variety of useful services to a broad range of people from all walks of life. Along with elder law issues that are important as a person ages, an estate planning lawyer can help make arrangements that would benefit almost any member of the Fort Myers community. (more…)

Real Estate Exemption for Medicaid Eligibility

Medicaid

Medicaid will pay for home care or nursing home care if the applicant’s available, countable resources are less than $2,000. An allowance called the Community Spouse Resource Allowance is available for Medicaid applicants who are married. If Medicaid discovers an applicant has transferred property five years before trying to get Medicaid, they may be hit with a “transfer penalty” that triggers a period of time in which they are disqualified from Medicaid. However, real estate exemptions exist that do not interfere with being approved for Medicaid. (more…)

These Mistakes Can Damage Your Marco Island Estate

Estate Planning

Estate planning is much more complicated than just making a will. Misconceptions about implementing estate planning often leads to mistakes that could damage your Marco Island estate. In some cases, these mistakes may not only damage your financial stability but also wreck family relationships. Here are the top four mistakes our estate planning attorneys often find when restructuring estate plans: (more…)

Protect your Sanibel Estate and Pay for your Long-Term Health Care

Long-Term Care

Long-term health care may be required if you are unable to perform daily tasks necessary to maintain your general well-being for an extended, if not permanent, period of time. Ensuring your Sanibel estate provides enough reserve finances to cover long-term health needs may require an estate plan developed by a knowledgeable estate planning attorney. (more…)

Bonita Springs Elder Law Lawyer Explores Medicaid Penalties

Elder Couple with Lawyer

What is the Medicaid Look-Back Period?

In addition to strict income guidelines determining whether nursing home patients qualify for Medicaid, penalties also involve rules governing the Medicaid look-back period. Also referred to as the “penalty period”, the Medicaid look-back period evaluates dollar amounts of assets divided by the daily private or average monthly private rate of nursing home services. For example, if the average monthly cost of nursing home care in a particular state is $4000 and the patient received $60,000 in gifts during the penalty period, then the patient will be unable to qualify for Medicaid coverage for 15 months, ($4000/$60,000 = 15 months).

Fortunately, a Bonita Springs elder lawyer has in-depth knowledge of Medicaid’s complicated eligibility rules and may be able to help you find ways to reduce or eliminate months of Medicaid ineligibility. (more…)

Why You May Need a Naples Elder Law Lawyer

Couple with Lawyer

An elder law attorney in Naples, equipped to handle a wide variety of matters relevant to elderly people, can be a legal advocate for senior citizens and their families. In addition to issues relating to Social Security, Medicaid/Medicare, long term care planning and estate planning, elder law attorneys can also: (more…)

Protect Your Stuff | What Does The Mattar Firm Focus On?

At The Mattar Firm, we focus on asset protection and estate planning. Most people like to know how they can protect their assets from the government, long term care costs, maybe you have family you want to protect or protect yourself from. People like to know what is a trust, what is the difference between a revocable and irrevocable trust, do I need to avoid probate, should I give my stuff away and if so, do I have to wait those 5 years. Also, people like to know what is a power of attorney, a living will, a healthcare proxy, what do we need. Are my IRAs safe, how do I  plan for disabled beneficiaries . These are all topics that we cover in the show. So, anything else that anyone would like to know, we always welcome you to call our asset protection attorneys at 239-222-2222. Very easy phone number. Or, you can submit your questions online at themattarfirm.com.


Mattar Firm Protect Your Stuff Show Promo


Introduction To The Mattar Firm / Intro To Estate Planning


Medicaid Planning and Asset Protection / Trust Base Planning


Trust & Special Guest Annalee Kruger from Care Rite – Long Term Care & Family Concierge


Trust & Special Guest Annalee Kruger from Care Rite – Long Term Care & Family Concierge Part 2


Who is the biggest predator out there?


Basic Directives- What are they and What do we need them for?


Living Threats / Threats to your Kids


Assets – Do I spend them? Do I lose my home? What about my Retirement?

How to Find a Bonita Springs Estate Planning Lawyer

Estate Planning Lawyer

Finding a dependable, supportive estate planning lawyer in Bonita Springs begins with knowing exactly what to look for when hiring one of these lawyers. Estate planning attorneys manage a wide variety of issues arising from the financial aspects of retiring. Ensuring you have enough money to live comfortably following retirement, dealing with medical insurance complications and designating who you want to control your assets if you become incapacitated are a few matters handled by estate planning lawyers. (more…)

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