Elder Law
The Medicaid Program: Looking Back Without Penalties
Planning for long-term care is important because nearly everyone will require it at some point in their lives. While we cannot predict…
Medicaid Crisis Planning: When Does It Make Sense?
Medicaid is a federal and state program that helps people meet certain asset requirements pay for long-term care (LTC). Long-term care often…
COVID-19: Changing Your Health Care Directives
Coronavirus pandemic forces us to assess our values, priorities, and overall health. The little COVID-19 clinical information relating to treatment options and…
Things to Know About Estate Planning
The law describes estate planning as a legal document summarizing the property a person owns and how to distribute these assets when…
Inter-Generational Living Beneficial to the Aging Process
The aging experience is changing because of the new inter-generational community living models. Dubbed “new urbanism” it is the belief that a…
A Guide for Understanding Advance Directives
Kevin was watching his wife Winnie in her nursing home room with tears in his eyes. The medical staff just finished inserting…
Spending Among Wealthy Retirees Is Low and This Is Why
Even though we have experienced a cycle of more than 10 years of economic growth, many wealthy retirees are reluctant to spend…
Add a Personal Property Memorandum to Your Will or Trust
When a family member has passed, the family occasionally ends up arguing over personal property. Arguments can take place over things like…
What Is Covered in a Will?
The legally binding directive declaring who will receive your assets upon death is called a will, and a will is an important…
A Guide for Understanding Irrevocable Trusts
A client asked us this interesting question: After my brother died, he left money in a revocable trust for my children –…