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Elder Law Lawyer Teaneck, NJ

Elder law is an area of the law that focuses on older adults and their families. It consists of legal matters such as retirement planning, estate planning, guardianship, long-term care, Medicare and Medicaid, Social Security benefits, elder neglect and abuse, and other topics related to aging and incapacity. Our Teaneck, NJ elder law lawyer can work to protect the rights and interests of people who are older and help them navigate financial and legal matters that affect them. If you have questions or concerns about anything regarding elder law, our team at Kaplan Law Practice, LLC is ready to assist you!

How We Help Families

By working closely with you and your family, we can use strategies to protect your assets, organize for long-term healthcare, ensure that your final wishes are followed after you have passed on, and confirm that beneficiaries will receive the inheritance you wish them to have when the time comes to do so. Our knowledgeable elder law attorney can take the lead on various legal tasks, such as:

  • Medicaid applications
  • Medicaid and government benefit planning
  • Estate planning and administration
  • Guardianships and conservatorships
  • Powers of attorney
  • Trusts and wills
  • Advance directive and health care proxies
  • Inheritance and estate taxes
  • Probate litigation
  • Special needs trusts
  • Mental health law
  • Mediation and disputes
  • Collection defense and nursing home litigation

Your Peace Of Mind

People work for a lifetime to build an estate and then this can quickly become depleted because of the high cost of medical and long-term care. There are many services and programs for disabled and elderly individuals and their families that cover these expenses. Understanding and identifying available resources and options can be confusing. Let us alleviate the overwhelm by walking you through these choices and helping you utilize programs that will be useful to you. We know that seeking government benefits can be complicated as you apply for the services and entitlements available to you. Our team is ready to offer guidance so that you feel more peace of mind about current life and how you will be supported into the future.

Kaplan Law Practice, LLC

At Kaplan Law Practice, LLC, we know that preparing for retirement and beyond is important to you and your family. Of course, this involves an assessment of finances and protecting the assets you have earned over the course of your lifetime. Our NJ elder law attorney is happy to help you secure your legacy and future by utilizing estate planning strategies and government benefit programs. Please let us talk with you further so we can get to know you and your individual needs and preferences. We can use this information to suggest which estate planning documents to create and which government programs will serve you best. If you need to apply for any programs, we can make sure your application is as strong as possible for approval and that there are no mistakes or missing details. We are ready to hear from you!

Paying For Long-Term Care With Medicaid

When it comes to providing adequate support for elderly loved ones, long-term care costs can place a significant financial burden on families. Many people turn to Medicaid to help cover the cost of long-term care, as this government program offers an essential safety net for individuals with limited financial resources. However, there are specific eligibility requirements and considerations that families need to understand before Medicaid can be utilized for long-term care expenses. With proper planning, families can manage this process more easily and avoid common pitfalls. Our Teaneck, NJ elder law lawyer offers down to earth service and can provide valuable guidance to ensure that all the necessary steps are taken.

Medicaid Eligibility For Long-Term Care

To qualify for Medicaid coverage for long-term care, individuals must meet specific income and asset thresholds. Medicaid is a needs-based program, which means that applicants’ financial resources must be below certain limits. These limits vary by state, and New Jersey has its own rules regarding income and asset levels. The application process can be complicated, especially when it comes to managing existing assets to meet eligibility requirements.

For example, assets such as homes, vehicles, and savings may need to be spent down or transferred to family members through approved methods. It is essential for families to work with professionals to ensure that all transfers are done according to Medicaid’s rules, as improper transfers could lead to penalties and delays in eligibility. Once eligibility is determined, Medicaid can cover a wide range of services, including nursing home care, in-home care, and other support services that are critical for long-term care.

Medicaid Spend-Down Process

One of the most important aspects of qualifying for Medicaid is the spend-down process. To meet Medicaid’s asset limits, the process involved reducing countable assets. Families may be able to spend down assets on allowable expenses, such as paying off debts, making home improvements, or purchasing necessary medical equipment. The spend-down process can also involve setting up a Medicaid-compliant annuity or a trust to protect certain assets. However, it is crucial that families seek legal advice before taking action, as missteps could result in penalties that delay Medicaid eligibility.

In New Jersey, working with a Teaneck elder law lawyer can provide families with the guidance they need to make informed decisions about protecting assets and securing Medicaid eligibility. Legal counsel can also assist in preparing the necessary documentation and ensuring that the spend-down process is completed in accordance with Medicaid’s requirements.

Long-Term Care Services Covered By Medicaid

Medicaid offers a broad range of long-term care services to those who qualify. This includes both nursing home care and home-based care, which allows individuals to receive the care they need in their own homes. Medicaid may also cover certain medical supplies and equipment, transportation for medical appointments, and other services necessary for maintaining the individual’s quality of life.

Because each state administers Medicaid differently, it’s essential to understand which services are covered under New Jersey’s Medicaid program. Nursing home care tends to be the most common form of long-term care covered by Medicaid, but home-based care is becoming increasingly popular as more families seek ways to keep their loved ones in familiar surroundings. Knowing what services are available can help families make better decisions about the care options that suit their specific needs.

Legal Assistance For Long-Term Care Planning

Planning for long-term care is a process that requires careful consideration and legal guidance. Given the complexity of Medicaid eligibility and the potential penalties for improper asset transfers, seeking legal advice early in the process can save time and money. Attorneys with experience in elder law can help families face these challenges and create a plan that preserves as much of their assets as possible while securing the necessary care for their loved ones.

At Kaplan Law Practice, LLC, we assist families in understanding their rights and options when it comes to Medicaid and long-term care planning. Whether you need advice on asset protection or help with the Medicaid application process, our team is here to provide support. Contact our Teaneck elder law lawyer today to start your planning process and secure peace, we are licensed to practice law throughout New York and New Jersey.

Common Mistakes To Avoid In Estate Planning For Seniors

For seniors who want to secure their legacy, protect their loved ones, and effectively manage their assets, estate planning is a critical step. It involves a range of legal documents and decisions that, if not handled properly, can lead to complications. By understanding common mistakes, we can help seniors create a more secure estate plan and avoid potential pitfalls. As Teaneck elder law lawyers, we frequently encounter specific areas that warrant attention. Below, we’ll outline some of the most frequent missteps and how to avoid them.

1. Overlooking Health Care Directives

Health care directives are essential for seniors and should be carefully crafted as part of any estate plan. These documents, such as living wills and health care proxies, outline a person’s wishes regarding medical treatment if they become unable to communicate their preferences. Without them, family members might face difficult decisions or even legal challenges if they don’t agree on what care should be provided. Drafting clear and specific directives can prevent confusion and emotional stress.

2. Failing to Update Beneficiary Designations

Beneficiary designations on accounts like retirement funds, life insurance policies, and bank accounts are legally binding. These often supersede instructions in a will, making it essential to review and update these designations regularly. Changes in family circumstances, such as marriage, divorce, or the birth of grandchildren, may warrant updates to the beneficiaries. Failing to make these updates can result in unintended beneficiaries receiving assets, which can disrupt the intended estate distribution.

3. Not Planning for Long-Term Care Costs

Long-term care can place a significant financial strain on an estate if not planned for in advance. Long-term care insurance or asset protection strategies may be necessary to avoid exhausting assets that could have been passed down to heirs. By incorporating these considerations into an estate plan, seniors can better prepare for potential future expenses. As Teaneck elder law lawyers, we know that preparing for these costs is key to preserving an estate for the next generation.

4. Ignoring State Tax Implications

Estate taxes vary from state to state, and New Jersey is no exception. Ignoring these potential tax obligations can lead to a substantial portion of an estate being consumed by taxes. Planning with state tax laws in mind can help reduce these obligations. Consulting with a knowledgeable attorney is often an effective way to ensure the estate plan aligns with local laws and minimizes the tax burden on heirs.

5. Leaving Out Digital Assets

Digital assets have become a critical component of modern estate planning as more people manage finances and personal affairs online. These can include online banking accounts, social media profiles, email accounts, and other digital subscriptions. Without specific instructions for these assets, family members may face obstacles in accessing or closing these accounts. Including digital assets in an estate plan is increasingly necessary to ensure a smooth transition.

6. Neglecting to Fund a Living Trust

A living trust can be a valuable tool in estate planning, particularly for avoiding probate and expediting asset distribution. However, a common mistake occurs when individuals create a trust but fail to transfer assets into it, effectively leaving it unfunded. This oversight can mean that those assets end up in probate, contrary to the trust’s intent. To avoid this, it’s essential to verify that all relevant assets are correctly titled in the trust’s name.

7. Procrastinating on Estate Planning Decisions

Procrastination is one of the most common mistakes in estate planning. Putting off decisions can lead to rushed, incomplete, or outdated plans that may not accurately reflect one’s wishes. Life events and changing laws can impact estate planning needs, making it important to review and adjust the plan periodically. Starting the estate planning process early and making timely adjustments ensures that the plan remains effective.

Ensuring A Secure Estate Plan For Seniors

To protect a senior’s assets and legacy, careful consideration of numerous details will be necessary in the estate planning process. By being mindful of these common pitfalls, seniors and their families can create a more comprehensive and effective estate plan. As Teaneck elder law lawyers, we serve New York and New Jersey, and we recommend consulting a professional who can offer insights on how to create a plan tailored to your unique needs. Our firm strives to keep our focus on your wants and needs and ultimately work to achieve the most favorable resolution to your legal matter. For any guidance with these issues, reach out to Kaplan Law Practice, LLC, where we can help you take the first steps toward a well-crafted estate plan.

Josh Kaplan is an excellent lawyer. He carefully listens to his clients and their needs and then provides the appropriate legal solutions. I strongly recommend anybody to use his services as he is very knowledgeable, honest and discreet and gets the job done within the promised time frame.

Eric C

Joshua Kaplan came immediately to the hospital when my relative was in an accident and was very helpful in expediting necessary documents which ultimately gave me the power to save My Godmother's life as she needed emergency life saving surgery and did not have a health care power of attorney prior to this accident. Mr. Kaplan was very professional as well as very caring and extremely helpful in this very stressful situation. I would highly recommend Mr.Joshua Kaplan for his legal expertise and cannot praise him enough for all his help.

Raymond

My dealings with Joshua have been nothing but pleasant and the work he did for us was complete and done in a timely manner.

He was very attentive to our company's needs and gave us 110% for the work we needed completed.

Mitch

We used Josh for many things. He did my patent. Wrote it quick and very through. He also did a TM and design patent for our company. I have used other Lawer for different things and have never been more happier. Josh was alway available, called us back within a day. We highly recommend kaplan law practice.

Leonora Malakh

Josh is skillful and diligent attorney that handles estates trusts in NY and NJ. So if you are looking for a lawyer to help you and guide through the complexities of probating your estate or inheritance he is capable of delivering needed results.

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