Author Archives: herzoglaw

Crisis Medicaid Planning – Why it’s never too late to save money

By: Jane-Marie Schaeffer, Esq. While it is advisable to create a long term care plan five years in advance of needing the care, what happens if you experience a medical crisis that requires long term care yet haven’t done any planning? Your first thought may be that it is too late to do anything, but […]
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The Trump Presidency and Tax Planning in 2017

By: Jane-Marie Schaeffer, Esq. How can you best tax plan in 2017? Will the proposals of the Trump campaign impact your immediate plans?  The answer is “depends”.  There are certain changes that were already scheduled to happen in 2017 irrespective of the election results.  In addition, while there will be more changes if President-Elect Trump’s […]
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TV Lessons in Estate Planning: The Brady Bunch

Originally posted on Herzog Herald:
by David A. Kubikian Season 2, Episode 6 Background: The Brady Bunch is a sitcom that first aired on ABC on September 26, 1969 and ended five short years later in 1974. It went on to syndication and has gained a cult following generation after generation. The show also spawned numerous…

Having the Estate Planning Talk

By: Jane-Marie Schaeffer, Esq. As family members gather together for the holidays, it is a good time to check in with aging parents and other relatives and see how they are doing.  For many children who live far away from their parents, or simply busy throughout the year with work and their own families, they […]
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Estate Planning for Individuals with Dementia or Alzheimer’s Disease

November is National Alzheimer’s Awareness month. We often say that everyone over age 18 needs some sort of “Estate Plan”, but it is especially true for those showing signs of or are diagnosed with Alzheimer’s or other forms of dementia. An estimated 5.4 million Americans of all ages have Alzheimer’s disease in 2016. As Alzheimer’s is […]
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Helping Veterans with Long Term Care Costs

By: Jane-Marie Schaeffer, Esq. On Veteran’s Day, we honor those who have served our country.  Our government offers many benefits to veterans to repay them for their service, one of which is assistance with paying for long-term care costs.  This VA benefit, which is called the Aid and Attendance Benefit, is available to wartime veterans […]
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2017 Social Security COLA Increase

By: Jane-Marie Schaeffer, Esq. The Social Security Administration just announced that the 2017 cost of living adjustment (COLA) will be 0.3%, resulting in an average increase of just $5.00 per month for retirees.  While small, this is better than 2016, when retirees saw no COLA increase to their Social Security checks.  However, even this modest […]
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The Rights of Nursing Home Residents

The decision to move an aging parent or loved one into a nursing home can be difficult. It is often the result of failing health, disease, injury, or hospital discharge where the individual can no longer safely remain at home. Adding to the anxiety is the fact that people moving to an elder care facility often have […]
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Protecting Benefits for Loved Ones with Disabilities

By: Jane-Marie Schaeffer, Esq. October is National Special Needs Law Month, dedicated to educating individuals with special needs, their families, and caregivers about their legal needs, future care planning, and advocacy. As a Board Member for Consumer Directed Choices, I recognize the importance of promoting independence for individuals with disabilities, and supporting living in the community. There […]
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Persing and Schaeffer Join the Herzog Law Firm

The Herzog Law Firm is pleased to announce the addition of two experienced and highly regarded attorneys – Daniel J. Persing and Jane-Marie Schaeffer. Daniel J. Persing, Esq. Dan Persing has been a trusted attorney in the Capital Region for over 30 years, having worked as a solo practitioner and a named partner at several […]
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