Morneau Law offers a cutting-edge Mediation process focused on setting you up for success. Our process involves three steps: Phase I: Joint Orientation – both parties meet with the Mediator for a one-hour meeting to review the Mediation process, ensure [...]
An application must be filed with the Department of Health and Human Services (“DHHS”). The application itself is lengthy and detailed, and the answers to each question must be substantiated by legal or financial documentation. These supporting documents may include: [...]
While long-term care planning encompasses certain common themes, our first step in helping clients always begins with sitting down with clients and/or families in order to understand their specific concerns. Recognizing that each client’s circumstances are unique, we focus on [...]
A last will and testament is a legal document that outlines an individual’s final wishes regarding the disposition of any assets not provided for elsewhere, as well as preferences for the care of minor dependents. It can be a stand-alone [...]
The rules for Medicaid eligibility are strict. The applicant must be a U.S. citizen or a resident alien in the state of application. A Medicaid applicant is allowed to retain only a certain amount of assets/resources, and also must be [...]
There are many different types of Medicaid programs and this summary only focuses on Medicaid for nursing home level of care provided in a facility or at home. When an applicant meets specific financial and medical criteria, Medicaid will cover [...]
Technically, yes, but to be enforceable, a will must be valid. The will must meet the state law requirements for a probate court to honor it. If a requirement is not met, then it is as if the person died [...]
If you die without a will ( “intestate”) and have not provided for the transfer of your assets through another method like a trust or beneficiary designations, the laws of the state you live in at the time of death [...]
The short answer is “yes,” and this is often the case, but the answer really depends on what is best in your particular situation.
We recommend you have a will in place even if a trust is the primary method of transferring assets at death. For a trust to avoid the probate court process, assets must be retitled – or funded – into the [...]