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Is Transferring Assets to Qualify for Medicaid the “Right” Thing to Do?

Is Transferring Assets to Qualify for Medicaid the “Right” Thing to Do?

by Amanda Spence | Mar 14, 2023 | Elder Law, Elder Law Resources, Medicaid

At a party years ago, another lawyer asked me what an Elder Law attorney does. I explained that, among other things, I helped people qualify for Medicaid to pay for their nursing home care while protecting their house and money for their spouse and children. The...
How to Get a Tax ID Number for an Estate or Trust

How to Get a Tax ID Number for an Estate or Trust

by Amanda Spence | Mar 11, 2023 | Elder Law, Elder Law Resources, Wills and Estates

How to Get a Tax ID Number for an Estate or Trust When you open an Estate or set up certain kinds of trusts, you’ll need to obtain a Tax Identification Number (also called an Employer Identification Number or EIN) from the IRS. Just like your Social Security number is...
What if your Medicaid Application is Denied?

What if your Medicaid Application is Denied?

by Amanda Spence | Mar 6, 2023 | Elder Law, Elder Law Resources

What if your Medicaid application is denied? We’ve been helping clients apply for Medicaid in Wake County and other counties throughout North Carolina for over twenty-five years. During that time, we’ve sometimes encountered caseworkers who unfortunately don’t know or...
How to Close an Estate or Guardianship

How to Close an Estate or Guardianship

by Amanda Spence | Mar 4, 2023 | Elder Law, Elder Law Resources

How to Close an Estate or Guardianship: Tips on Preparing the Final Account Opening an estate is fairly easy – you show up at the courthouse with the death certificate and a Will and the Clerk’s office will give you the necessary paperwork to qualify as the Executor...
Do you really need a Revocable Living Trust?

Do you really need a Revocable Living Trust?

by Amanda Spence | Feb 28, 2023 | Elder Law, Elder Law Resources

Do you really need a Revocable Living Trust? I often receive calls from clients asking if I could set up a Revocable Living Trust for them. Sure, I can, but the real question is why do you think you need a trust? Who should you listen to? Many people believe they need...
Information for your Elder Law Attorney

Information for your Elder Law Attorney

by Amanda Spence | Feb 26, 2023 | Elder Law, Elder Law Resources

What information does your Elder Law Attorney need to know? If you’re meeting with an Elder Law attorney to discuss how you can protect your assets and qualify for Medicaid, VA Benefits, or another program to help pay for the cost of a nursing home, you’ll need to...
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Recent Posts

  • What are the requirements of a North Carolina Divorce?
  • Is Transferring Assets to Qualify for Medicaid the “Right” Thing to Do?
  • How to Get a Tax ID Number for an Estate or Trust
  • What if your Medicaid Application is Denied?
  • How to Close an Estate or Guardianship
Allen & Spence Lawyers Raleigh NC

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Allen and Spence, PLLC
3737 Glenwood Avenue Suite #100
Raleigh, NC 27612
(919) 863-4183

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