On October 15th I was privileged to present to a meeting of Providence Retired Teachers Association on the topic of Estate and Medicaid Planning. As Tony Mancini, the long-time President of the Association noted in his introduction, this was my fifth appearance before the PRTA, the first of which was in 2003. As promised during the […]
Upcoming Free Alzheimer’s Information Sessions
Did you know that the Rhode Island Chapter of the Alzheimer’s Association offers free education sessions throughout the year? Mark Heffner is a regular presenter of the “Legal and Financial Considerations of Alzheimer’s Disease” class, in which protecting life savings from the significant costs of nursing home care, and opportunities for spouses of those afflicted […]
Improving Care Transition Communications in Rhode Island
An interesting study by the nonprofit consulting firm Healthcentric Advisors recently shed light on the issue of poor communication during transfers of care in Rhode Island. “What happens when you are hospitalized, but your outpatient doctor does not know? Or when you arrive at the office for follow-up care, but your doctor does not have […]
Rhode Island Walks to End Alzheimer’s
Next month, Rhode Islanders will Walk to End Alzheimer’s disease as part of the world’s largest event to raise awareness and funds for Alzheimer’s care, support and research. The walk began in 1989 as the “Memory Walk”, with nine Alzheimer’s Association chapters raising $149,000. Last year, more than 42,000 teams participated in nearly 650 Walks […]
Are The Seniors In Your Life Prepared For Hurricane Season?
In his Senior Beat column on IndependentRI.com, Larry Grimaldi reminds us how important it is for seniors to be prepared during hurricane season (which lasts from June 1st to November 30th). If you are a senior yourself, or care for one, this article is well worth the read. According to Grimaldi, one critical thing to […]
The Lady-Bird deed flies away, not to be missed by most Medicaid planning clients.
In the all the breathless hype over the past weeks regarding the demise of enhanced life estate—or so-called “Lady Bird”—deeds was lost a critical fact—that this technique was rarely the best option in Medicaid planning anyway. First, the story known to some readers. After an unsuccessful attempt last year, this year the State agency which […]
2014 Pocket Manual of Services for RI Seniors Now Available
The 2014 version of The Rhode Island Guide to Services for Seniors and Adults with Disabilities was recently released, and we wanted to highlight this excellent resource. Every year, the Rhode Island Department of Human Services Division of Elderly Affairs produces a “pocket manual” to help seniors and those with disabilities, and their families, access […]
Mark Heffner on Changes in the Legal Profession
Mark Heffner was recently interviewed for a Providence Journal article titled, Middle Class Squeeze: R.I. wages flatlining as workers struggle. The article discusses some of the downward pressures on salaries for middle-class Rhode Islanders. Published May 31st, Mark is quoted discussing some of the current challenges faced by new law graduates here in Rhode Island. As […]
Alzheimer’s 2014 Facts and Figures
The Alzheimer’s Association has released its 2014 facts and figures publication on the state of the disease. This annual report reveals the changing statistics and growing impact of Alzheimer’s disease on our nation, including “growing death rates, the cost of the disease, and the burden placed on long-distance caregivers.” There are also some telling numbers […]