Elder Law Care- Patrick J. Kelleher & Associates
Elder Law Care- Patrick J. Kelleher & Associates
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Don't Get Stuck! Mortgages & Refinance Options for Homes in Medicaid Trusts (Finally Explained!) 🏡 🔐
➡️ ➡️ Learn more here: elderlawcare.com. I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos.
In this video, you'll learn if you can mortgage your home that's in an irrevocable MAPT and if you can refinance your home once it's in a trust.
🔔🔔 Subscribe to be notified when we post new videos 🔔🔔
_______________
Patrick J. Kelleher & Associates is a caring and compassionate law firm that works hard to help you protect what you have for the people you love the most. We serve families and seniors in Hanover, Quincy, and the surrounding Boston, Massachusetts area.
➡️ Learn more about us at elderlawcare.com.
_______________
📕 Find my Book on Amazon "How to Avoid the Four-Headed Monster: Probate Court, Estate Death Taxes, Financial Creditors & Predators and Nursing Homes": www.amazon.com/dp/B084MB96SK/ref=cm_sw_r_other_apa_i_fXwqEb394KEB0
💻 Check out the Elder Law Academy. Learn about important legal matters, from home, at your own pace: elderlawcare.com/academy
📰 Subscribe to my Newsletter: elderlawcare.com/newsletter
✍ Read my Blog: elderlawcare.com/blog
Disclaimer: The content provided on this channel is for informational purposes only and should not be considered legal advice. Laws vary by state, and individual circumstances differ. We encourage everyone to consult with an elder law or estate planning attorney in their area to receive personalized guidance and ensure compliance with specific state laws.
มุมมอง: 11

วีดีโอ

4 MUST-DO Estate Planning Steps After an Alzheimer's Diagnosis (Don't Delay!) 🚨 📝
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➡️ ➡️ Learn more here: elderlawcare.com. I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos. In this video, you'll learn four essential estate planning tips you or your loved one should take after an Alzheimer's diagnosis. 🔔🔔 Subscribe to be notified when we post new videos 🔔🔔 Patrick J. Kelleher & Associates is a ...
3 Simple Steps SINGLE Parents MUST Take to Plan Their Estate! 📝 👨🏻‍🍼
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Here's how to Include Your SOCIAL MEDIA Accounts & other DIGITAL ASSETS in Your Estate Plan! 📲
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The ONLY Video You Need to Watch About Medicaid Trusts: Pros, Cons, & EVERYTHING in Between! 👀
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➡️ ➡️ Learn more here: elderlawcare.com. I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos. In this video, you'll learn the advantages and potential drawbacks to consider when creating an Irrevocable Medicaid Asset Protection Trust. 🔔🔔 Subscribe to be notified when we post new videos 🔔🔔 Patrick J. Kelleher & Assoc...
Don't Get Caught Off Guard! 😱7 Tools for a SMOOTH Transition During INCAPACITY 👏🏼
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Here are a few Smart Ways to REDUCE ESTATE TAXES While Supporting Charities You Love 💝
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Do You Know What The Best Option For YOUR ESTATE IS? 👀 A Will, A Trust, or Both? 🧐
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Do You Know What The Best Option For YOUR ESTATE IS? 👀 A Will, A Trust, or Both? 🧐
These are the 5 Questions You NEED to Ask Your Trustee (Avoid Regrets!) 🤔 📝
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These are the 5 Questions You NEED to Ask Your Trustee (Avoid Regrets!) 🤔 📝
Here's How To Pick the Perfect People for Your Legacy! ✨
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Here's How To Pick the Perfect People for Your Legacy! ✨
Can Medicaid Take Your Family Home AFTER You Pass? Here's the Shocking Truth 😱
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Can Medicaid Take Your Family Home AFTER You Pass? Here's the Shocking Truth 😱
Moving On & Moving Forward ⏩️ How to Update Your Estate Plan After Divorce💔
มุมมอง 322 หลายเดือนก่อน
Moving On & Moving Forward ⏩️ How to Update Your Estate Plan After Divorce💔
Are You Missing Out? HUGE Long-Term Care Benefits for Veterans 🇺🇸🦅
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Are You Missing Out? HUGE Long-Term Care Benefits for Veterans 🇺🇸🦅
How To Help Your Disabled Loved One Get Their Inheritance AND Keep Their Government Benefits 💰🤝🏼
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How To Help Your Disabled Loved One Get Their Inheritance AND Keep Their Government Benefits 💰🤝🏼
Life Changed DRAMATICALLY? 5 MUST-DO Steps in your ESTATE PLAN You Might Be Missing! 😱
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Life Changed DRAMATICALLY? 5 MUST-DO Steps in your ESTATE PLAN You Might Be Missing! 😱
Will vs. Trust: The Ultimate Estate Planning Showdown (Choose Your Champion!) 🏆 📝
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Will vs. Trust: The Ultimate Estate Planning Showdown (Choose Your Champion!) 🏆 📝
Don't Let Your Legacy Go to Waste! 😱 Here's What You Need to Know About TRUST FUNDING! 💰📝
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Don't Let Your Legacy Go to Waste! 😱 Here's What You Need to Know About TRUST FUNDING! 💰📝
What you should know about MEDICARE and the NURSING HOME 🤫💰
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What you should know about MEDICARE and the NURSING HOME 🤫💰
The BEST Uses for LIFE INSURANCE in Estate Planning and Elder Law! ⚖️
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The BEST Uses for LIFE INSURANCE in Estate Planning and Elder Law! ⚖️
Stay Informed: The 'You Earned It, You Keep It Act'- Social Security Tax Proposal
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Stay Informed: The 'You Earned It, You Keep It Act'- Social Security Tax Proposal
Exploring Estate Planning for Non-Traditional Families! 👨‍👨‍👧📝
มุมมอง 175 หลายเดือนก่อน
Exploring Estate Planning for Non-Traditional Families! 👨‍👨‍👧📝
Trust Checkups: Have you done your annual TRUST REVIEW? 🤔✏️
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Trust Checkups: Have you done your annual TRUST REVIEW? 🤔✏️
How does Estate Planning DIFFER for VETERANS? 🇺🇸 🫡
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How does Estate Planning DIFFER for VETERANS? 🇺🇸 🫡
The Trust Talk: How to Decipher Revocable vs. Irrevocable Trusts! 🤔📜
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The Trust Talk: How to Decipher Revocable vs. Irrevocable Trusts! 🤔📜
Can your Durable Power of Attorney OUTLIVE your passing? 🤯
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Can your Durable Power of Attorney OUTLIVE your passing? 🤯
Has your loved one's nursing home crossed the line? Here's 5 Things Nursing Homes Should NOT Do! 🤯❌
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Has your loved one's nursing home crossed the line? Here's 5 Things Nursing Homes Should NOT Do! 🤯❌
These 4 things can DESTROY your estate plan... 😱 😨
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These 4 things can DESTROY your estate plan... 😱 😨
What type of trust is the RIGHT fit for you? 🤔
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What type of trust is the RIGHT fit for you? 🤔
3 TIPS for Single People in Estate Planning! 🙎🏻‍♂️ 📝
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3 TIPS for Single People in Estate Planning! 🙎🏻‍♂️ 📝
Probate-Free Future: Mastering the 3-Step Trust Process to Secure Your Legacy! 💪
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Probate-Free Future: Mastering the 3-Step Trust Process to Secure Your Legacy! 💪

ความคิดเห็น

  • @eMeriPartners
    @eMeriPartners 4 วันที่ผ่านมา

    What if my parents have a revocable trust? Same clock and same protection?

  • @alhambra119
    @alhambra119 11 วันที่ผ่านมา

    I found out information I get on TH-cam give me contradicting information. I don't know which one is correct. You said there are asset limits , but some people said there is no financial question asked as long as you are over 70% disabled proof rating and work related.

  • @richardjones2168
    @richardjones2168 11 วันที่ผ่านมา

    when did the Spoon Feed Directive become a necessary document?

  • @RicondaRacing
    @RicondaRacing 15 วันที่ผ่านมา

    I'm the only child and I have power of attorney with my dad. He has moderate dementia and has been refusing to go to an assisted living facility because he can't take his 8 cats that he can't even properly care for because of the amount of waste they produce. He's been getting lost and almost drove into a parade recently. His driving privileges are going to get revoked soon, according to the police LT I spoke with. Any ideas what is the best option for care? PS: He lives in NY, I live in FL.

  • @emmanuelibarra1913
    @emmanuelibarra1913 17 วันที่ผ่านมา

    Ages. Is there a certain age they have to be?

  • @wherezwaldoz2380
    @wherezwaldoz2380 หลายเดือนก่อน

    Always appreciate your quick & concise breakdown of Elder Law information🫡 When a home/property is put into a grantor trust-- will the actual owner still be eligible for property tax / school tax reduction? Again tnank you🙏💫

  • @georgea6403
    @georgea6403 หลายเดือนก่อน

    Damn. You may as well shit in one hand and wish in the other

  • @DjBond-bx3kb
    @DjBond-bx3kb หลายเดือนก่อน

    WE HAVE MEDICAL EVIDENCE OF THE ABUSE TOO😂🎉😂🎉😂🎉😂6/2024

  • @DjBond-bx3kb
    @DjBond-bx3kb หลายเดือนก่อน

    IT IS CRIMINAL ISNT IT TO ABUSE ,NEGLECT, FINANCIALY EXPLOIT WOMEN ,ELDERLY ,& DISABLED, TO ENDANGER A PERSONS SAFETY, HOUSE,HOUSING ,BECOF ARCAS ACTIVELY USING DRUG DEALERS DRUG TRAFFICKING PIMPS, DRUG ADDICTS, SEX OFFENDERS....

  • @DjBond-bx3kb
    @DjBond-bx3kb หลายเดือนก่อน

    APPRECIATE U ,YOUR VIDEO, YOUR ADVICE ,AND SUPPORT..GOD ❤❤❤❤❤GOD BLESS YOU

  • @DjBond-bx3kb
    @DjBond-bx3kb หลายเดือนก่อน

    DJS BROTHER WAS A MAJOR ABUSER, AS WELL AS ,(** ACTIVELY USING DRUG ADDICT, ALCOHOLIC, GAMBLING ADDICT, SEVERELY MENTALLY ILL ,CITY HALL EMPLOYEE, ....😂🎉😂🎉😂 YES, U C ,(** KARMAS COMIN 4 ALL ABUSERS, LIARS, THEIVES, CON-ARTISTS, CRIMINALS..... CONSEQUENCES ALWAYS COME BRO!!! BROTHER, STOLD MONEY 😢FROM ALL ELDERLY RELATIVES WITH, (** MENTAL ILLNESS, DISEASE OF ALCOHOLISM , AND MOM, & DADS MONEY WAS ALREADY IN (** DAVID WILLIAM BOTTS HANDS BEFORE BOTH PARENTS WERE DEAD!@ SO ,TRUTH TELLERS HERE IN DA CHAT

  • @DjBond-bx3kb
    @DjBond-bx3kb หลายเดือนก่อน

    WE WILL C WHAT DEPT. OF PUBLIC SAFETY IS WILLING TO DO ,SAY, WRITE, INVESTIGATIVE REPORTERS WILL HELP FILL IN ALL THE GAPS❤❤❤❤❤❤❤ TO MAKE IT A WINNING LAW SUIT

  • @DjBond-bx3kb
    @DjBond-bx3kb หลายเดือนก่อน

    PLEASE CONTACT YOUR FAVORITE DJS FROM MARS, DJS FROM VENUS ❤❤❤❤❤❤❤❤❤NOW 👉 6/2024

  • @heleneg525
    @heleneg525 หลายเดือนก่อน

    What's the difference between guardianship and conservatorship? Thank you.

    • @ElderLawCare
      @ElderLawCare หลายเดือนก่อน

      Hey there! That's a great question. Here's the breakdown: A legal guardian makes decisions about someone's day-to-day life, like where they live, their medical care, and even what they wear. A conservator, on the other hand, mostly focuses on managing their finances, paying bills, and making sure their money is safe. Think of it like this: a guardian is like a trusted friend who helps with everything, while a conservator is more like a financial advisor who ensures their money is well cared for. Generally, guardians have control over the every-day decisions and care of a minor. Conservators have similar control over an adult, but they're typically limited to financial decisions. Hope that clarifies things a bit! Let me know if you have any other questions.

    • @heleneg525
      @heleneg525 หลายเดือนก่อน

      @@ElderLawCare Thank you. Can an individual be both? If so, must separate suits be filed in court?

    • @heleneg525
      @heleneg525 หลายเดือนก่อน

      @@ElderLawCare Yes, it does. Thank you.

  • @user-vi6gt5qk3u
    @user-vi6gt5qk3u หลายเดือนก่อน

    Thank you Anna, we are glad you found the information useful!

  • @Jeanninecomeau
    @Jeanninecomeau หลายเดือนก่อน

    Hi. Is Nevada a state with a long arm? I'm worried because I just found this out that they can take the house. I had cancer 6 years ago and I'm sure the bill is high. I put my adult son with disabilities as joint tenant in October 2018, but it sounds like they can still put a lien on half the house. Any advice would be appreciated.

  • @pingdd
    @pingdd หลายเดือนก่อน

    The veterans must enroll in the VA system. See the primary doctors and ask the social worker for Program of comprehensive assistance for family care givers www.caregiver.va.gov/support/support_benefits.asp Directed care program www.va.gov/caribbean-health-care/programs/veterans-directed-care-program/

  • @pingdd
    @pingdd หลายเดือนก่อน

    I got my husband SMC R2 approved recently as a clear and unmistakable error 1.Highlight the criteria for aid and attendance… 2.Highlight doctor’s note,medical record (outside from VA) and VA Medical history list match the code of federal regulations. www.ecfr.gov/current/title-38/chapter-I/part-3/subpart-A/subject-group-ECFR6477ad08d327384/section-3.352 VA Form 21-4138 Statement in support of a claim VA Form 21-10210 Law/witness statement (If needed) VA medical history list can find--- On my healthVet page, go to -Health record -Blue button medical report -VA blue button report - Select date range - @ VA Electronic Health record History and wellness reminders -Select VA note For 33 years I contacted about 10 VBA staff members, Nobody knows basic criteria for the higher level aid and attendance allowance.(SMC R2) The VA provides many benefits to the veterans compared to before. Unfortunately they don't spend the money on training the staff.

  • @jacquiefuks2748
    @jacquiefuks2748 หลายเดือนก่อน

    "No nursing home" is a right of older persons. "They could fall and die" This is their choice to live alone and possibly die. They can and do FALL in nursing homes. Nursing homes provide no privacy for someone who wants to be alone. NO VISITORS from other nursing home residents. You can't lock your door. Rules that I would not agree to. Covid vaccine - NO! Aids giving baths NO! If I don't want to eat something or eat only pie, it's my right. Elderly persons should not be forced to do anything. RESPECT THEM and Let them spend their last days as they choose.

  • @gracemensch4719
    @gracemensch4719 หลายเดือนก่อน

    Jesus loves you ❤️

  • @gracemensch4719
    @gracemensch4719 หลายเดือนก่อน

    Jesus loves you ❤️ 💖

  • @jonathanmilton9753
    @jonathanmilton9753 2 หลายเดือนก่อน

    I live in South Carolina my mom died and left her estate to her grandkids, my dad and me. My dad is in charge of the estate and he has stolen 60+ thousand from me through Fraud connected to the estate. I can’t find a lawyer that I can afford because of this so I’m trying to go at it alone. I I petition the court to get him removed as the executor what’s my next steps can you please help?

    • @jonathanmilton9753
      @jonathanmilton9753 2 หลายเดือนก่อน

      I have text of him admitting to this And every thing he has done. And I have other proof.

  • @collinsfriend1
    @collinsfriend1 2 หลายเดือนก่อน

    I am a case manager at a hospital. You have no idea how many times we have to VERY firmly tell family members and doctors THEY HAVE THE RIGHT TO REFUSE AS LONG AS THEY CAN MAKE THEIR OWN DECISIONS. If they are having issues of dementia that makes them dangerous- we tell them to get a conservatorship if they can. So many Dr's think everyone lives in a 4,000 sqft house with employees and under estimate what people can do. We've rescued MANY people from Dr driven "easy solution." Almost every week of the year. And some kids either want uninhibited access to the patients assets or for their OWN comfort want their parent "placed" even though they don't need to be. We have to stand for the patient. Difficult at home, messy, disrepair doesn't make it acceptable to try to force someone against their will. People live different lives and have different standards. Some people think the sky is falling if they don't have seasonal furniture changes, or dust on the table. People can live as they choose. BUT that being the norm- there is the occasional person who can NOT go home AND refuse to be placed. Confused combative etc. with no chance to turn it around. Those, if family is available are suggested to conserve and family cares for them in the meantime until completed in court. File for emergency conservatorship. I had to do that only about 2 weeks into my job (and only this time for me) get a public guardian to get a conservatorship for a patient. Took a while, about a month but she was safely placed. The unfortunate part for placement is you never know the reality of the facility. Regardless of their shining pictures. Some places are wonderful, some terrible. But here in rural N. Calif many go far away and we hope it's a good spot. Though most go home and sometimes at our insistence that the family can not override an alert, oriented capable patient.

    • @sinebar
      @sinebar หลายเดือนก่อน

      Yeah especially when the elder has a lot of money. When lots of money is up for grabs everyone wants a piece of that pie and suddenly they insist that grandma has dementia.

  • @UshkaOfficial
    @UshkaOfficial 2 หลายเดือนก่อน

    Just the video I was looking for! Thank you. Question … will the POF be notified if the principal decides to change \ rearrange their will?

  • @carolynmendoza1934
    @carolynmendoza1934 2 หลายเดือนก่อน

    I moved alone to Ecuador at age 75 to escape what I knew my kids would do to me.

    • @kikilong8411
      @kikilong8411 วันที่ผ่านมา

      Let us know how that's going when you're 80

  • @davidl2048
    @davidl2048 2 หลายเดือนก่อน

    Call the police? No. Go take care of business.

  • @Old_Sailor85
    @Old_Sailor85 2 หลายเดือนก่อน

    Don't you have to be basically broke before Medicaid will pay for a nursing home? Something like you can keep the house, one vehicle, and not much cash? If you have any assets they must be liquidated before Medicaid kicks in?

    • @Jeanninecomeau
      @Jeanninecomeau หลายเดือนก่อน

      No. You are allowed that stuff to get Medicaid but they don't tell you they are coming for your house after you die.

  • @jesussalazar9181
    @jesussalazar9181 2 หลายเดือนก่อน

    I let my cousin do my income tax this year. I think she stole my money. It’s been over four months since she filed it and I haven’t got anything back. What should I do?

  • @lbopp8661
    @lbopp8661 2 หลายเดือนก่อน

    Great video. Thank you!

  • @kunalamin8
    @kunalamin8 2 หลายเดือนก่อน

    question: will survivor spouse will have to pay policy premium until he/she dies?

  • @stevewise1656
    @stevewise1656 2 หลายเดือนก่อน

    From what I understand the home will also be attached at the end of life for all Medicaid costs.

  • @amythompson6869
    @amythompson6869 2 หลายเดือนก่อน

    My 82 year old mother has COPD, congestive heart failure, and can barely walk. She also has personality disorder, tried to commit suicide twice years ago, been divorced 4 times, has thrown fits in numerous Dr’s offices, and is a hoarder. You can barely walk through her house and the smell terrible. She rarely bathes and the last time I was there to deliver her groceries she had dried feces running all down her legs. I called DHHR to do a well check but she cracked open the door to speak to them but refused to let them enter. She is very narcissistic to the point where I’ve recently had to go no contact due to my BP going up and getting panic attacks when I even have to talk to her. I’ve been advised by my Dr to distance myself from her for my own health. ( He is well aware of how she acts as he used to be her Dr.) I’ve spoken to her current Dr. who is also well aware of her actions and told me she isn’t far from failing a Medicare evaluation, but now he’s moving away. She has no one else to take her to Dr appointments or get her groceries and medication, as I’m an only child as is she. I have been told by social workers,DHHR, and Drs that there’s nothing I can do about her living situation as long as she pays her own bills. I fear her dying in that house and no one finding her for a long time, as she will never go to a nursing home and never give me power of attorney. I’m at wits end! I can’t afford a court battle. I keep thinking she will fall soon and break a hip and have no other choice but to go. Is this all I can do? Thank you!

  • @montega.
    @montega. 2 หลายเดือนก่อน

    How are higher income earners "paying more for the deficit" ? Isn't it just that those in the upper classes would now become subject to the 6.2% tax on their income in the same way those who make less than them already are?

  • @josephschopp3642
    @josephschopp3642 3 หลายเดือนก่อน

    Cant they go the white house? They already have dementia patients there.

  • @user-vi6gt5qk3u
    @user-vi6gt5qk3u 3 หลายเดือนก่อน

    Great question. Typically yes so long as your lender approves. Also Garn St. Germain Act allows homeowner with a mortgage to put their property in a revocable trust and maybe irrevocable trust so long as you maintain a beneficial interest in property.

  • @TGHEMR
    @TGHEMR 3 หลายเดือนก่อน

    If you still have a mortgage, can you have an irrevocable trust?

  • @alexanderchavez1937
    @alexanderchavez1937 3 หลายเดือนก่อน

    What about a rental property that is being inherited to a special needs person? Does the rental income coming from the renter to the child effect there Medicaid and SSI benefits if the property is placed in a SNT? As well if a parent is putting the property for a special needs child in the trust would that be considered a third party trust and the parent no longer owns the property?

  • @alexanderchavez1937
    @alexanderchavez1937 3 หลายเดือนก่อน

    What about a rental property that is being inherited to a special needs person? Does the rental income coming from the renter to the child effect there Medicaid and SSI benefits if the property is placed in a SNT? As well if a parent is putting the property for a special needs child in the trust would that be considered a third party trust and the parent no longer owns the property?

  • @carolwhelan4653
    @carolwhelan4653 3 หลายเดือนก่อน

    Wait until you see the paperwork. I filed a claim for my mom who is 100. Almost a year since I started the process. If she doesn't get benefit soon, she will have to leave her assisted living facility. Maybe they figure she will die first. Get all your papers together before you actually need any help.

    • @pingdd
      @pingdd หลายเดือนก่อน

      You need to go to the regional office or call. It should not wait that long. You also can see claim information under benefit on the VA web.

    • @phyllisgrounds3770
      @phyllisgrounds3770 หลายเดือนก่อน

      Her Age Factor is supposed to expedite the process for her. Don't spend time waiting on the VA, etc. Go, or call her Senator's office ASAP, to explain the issues here. They will be able to help you. Best wishes, you are a goid daughter.

  • @gsm6120
    @gsm6120 3 หลายเดือนก่อน

    Can I claim the stairlift and safe step tub for my elderly parents who is living with us. She is filing her own tax return and has income.

    • @gsm6120
      @gsm6120 3 หลายเดือนก่อน

      Her income exceeds 4300. Her income is from social security and investment

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