Elder Law

June 9, 2022

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…

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March 24, 2022

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…

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February 3, 2022

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…

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December 30, 2021

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…

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December 23, 2021

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…

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December 16, 2021

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…

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December 9, 2021

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…

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December 2, 2021

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…

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November 25, 2021

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…

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November 18, 2021

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 –…

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