Greetings - Welcome to our firm's Blog!

Curious to learn more about topics of interest in regards to Estate Planning, Medicaid Planning/Asset Protection and other Elder Law matters in general? Be sure to sign up for our blog!

To see a listing of the blog articles tagged and sorted by their own specific topics,  just click on their corresponding 'Blog Categories' links below,  located directly under the 'Contact Us Today' field on the lower right.

“For me and my family personally, September 11 was a reminder that life is fleeting, impermanent, and uncertain. Therefore, we must make use of every moment and nurture it with affection, tenderness, beauty, creativity, and laughter.”

— Deepak Chopra

#neverforget

Please join us in saying Happy Anniversary and Congratulations this morning to Managing Attorney, Robert W. Haley of The Estate & Elder Law Center of Southside Virginia!

Tuesday, September 1st, 2020 marks the 25th anniversary of when he began his law practice in his hometown of Bassett, Virginia. #attorniversary#congratulations#anniversary

So, exactly what is a 'Death Cafe''? Join Covenant Care Management today online via Zoom (08-19-2020) at 6:00 PM today to find out!

For a brief overview and general information on this topic, click here: https://lnkd.in/dmNMT58

To join the Zoom Meeting set for 6pm today, click the link below:

https://lnkd.in/dw9uZEy


Meeting ID: 872 8235 0550 

 

#endoflifeissues #endoflifeplanning#healthandwellness

File this next one under the 'be aware/scam' category: Let's say you recently visited an attorney to have a deed done on your home, and once that deed is drafted, finished and completed by the attorney, you are called to come to their office and sign it in front of a notary, and then take it to the clerk's office as directed by that attorney to put it on record. After that, you most likely put it out of your mind.

But wait - what's this? A few weeks later, you then receive a 'Recorded Deed Notice' in the mail. This letter may certainly look legitimate at first, and claims that you need to send money (anywhere from $20.00 to $100.00, or more in some cases) to get a copy of your deed. The letter states that a copy of your deed is necessary to prove ownership.

Do not send money or respond to these companies. The truth is, you can get a copy of your recorded deed locally from your clerk of courts office in your county for a nominal charge if do you need one.

Once a deed has been filed and recorded, it is in the court system and is legally processed, regardless of whether or not you have a personal copy of it. If you receive a letter claiming that you should send money to obtain your deed, or any other document pertaining to your deed, and you are unsure if that letter is truly legitimate, contact the original attorney who prepared your deed, your county tax assessor, or your county clerk of court for more information.

For those at risk for falling, the bedroom can be a hazard zone. You may not hear about bedroom falls in the news, but falls for a variety of reasons, are a well-known and documented danger that the senior population face in their day-to-day lives! https://myslumberyard.com/blog/bedroom-fall-prevention/

The IRS is warning nursing home and other care facilities that Economic Impact Payments (EIPs) generally belong to the recipients, not the organizations providing the care.

The IRS issued this reminder following concerns that people and businesses may be taking advantage of vulnerable populations who received the Economic Impact Payments.

"The payments are intended for the recipients, even if a nursing home or other facility or provider receives the person’s payment, either directly or indirectly by direct deposit or check," the agency said in a statement. These payments do not count as a resource for purposes of determining eligibility for Medicaid and other federal programs for a period of 12 months from receipt. They also do not count as income in determining eligibility for these programs.

To read the full article on this courtesy of CPA Practice Advisor, click here.

Courtesy of CNBC.com, this article below explains how some Americans who are still eagerly awaiting their coronavirus stimulus payments may be in for an unwelcome surprise:  Receiving less money than they had expected!

https://www.cnbc.com/2020/04/15/why-your-coronavirus-stimulus-payment-might-be-less-than-you-expect.html

 

This is pulled from the Medicare.gov site - Scammers may use #COVID19 as an opportunity to commit Medicare fraud. In some cases, they might tell you they'll send a Coronavirus test, masks, or other items in exchange for your #Medicare Number or personal information. Don’t fall for it; it’s a scam. https://go.cms.gov/3eWeKLo

Congratulations are in order! Managing Attorney Robert W. Haley has been named to the list of America's Most Honored Lawyers for 2020! In addition, Mr. Haley is among the top 5% of all those who were awarded.

Each year The American Registry catalogs the accolades of attorneys around the country. These ratings and awards are given by trusted professional organizations, peers, judiciary, media and clients.

I was in with some clients this afternoon and the date sunk in...June 1st 24 years ago I took over the long time law firm of Philpott & McGhee! I moved back home and opened my practice in 1995 but on this day in 1996, Dale McGhee retired from the private practice of law while remaining the County Attorney for Henry County. Thanks Dale for setting me up and thanks Betty Wright for hanging around to take care of me all those years!!

I’ve been blessed much more than I ever deserved!!!

It’s not unusual for a person to pass away and leave behind some unpaid debt. For heirs, typically the surviving spouse or children — the question often is what, exactly, happens to those obligations. The quick answer is it depends on both the type of debt and the laws of the state. 

Creditors generally try to collect what’s owed to them by going after the decedent’s estate during a process called Probate, or Estate Administration. There are instances, however, where the surviving spouse, or another heir, may be legally responsible! 

Click the link below to read the full article, or contact us to schedule a one-on-one consultation if you were named executor in someone's will, or if you qualified as administrator on the estate (if no will was in place at that person's passing.) We are here to help!

https://www.cnbc.com/2020/05/28/heres-how-unpaid-debts-are-handled-when-a-person-passes-away.html