Estate Planning: Answering Common Questions of Senior Citizens
According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will […]
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When A Qualified Income Trust Is All You Need
Helping You Get The Qualified Income Trust You Need, Right Now, Right Here
What is the Difference Between Medicare and Medicaid?
Medicare and Medicaid are two different government programs for healthcare. It is important to understand the difference between them. Here, […]
Helping Aging Parents and Elderly Loved Ones Get Financial Benefits
When your aging parent, or elderly loved one, is having difficulty paying their bills, or needs medical care they can’t […]
Qualify for Medicaid Benefits by Spending Down Assets
We often are asked if a parent sells assets to have funds to pay for a nursing home, or assisted […]
What are Advance Directives and Why Should Everyone Have Them?
What are advance directives and why should everyone have them? Advance directives allow you to plan for the […]
Drafting a Durable Power of Attorney that Lessens the Chances of Abuse
A durable power of attorney is one of the most important estate planning documents you can create, but it is […]
Why Are End of Life Conversations Important? End of Life Decisions!
When our client’s daughter, Natalie entered the emergency room of the hospital, the scene was very intense. Her mother, who […]
The Use of Immediate Annuities in Medicaid Planning for Married Couples
Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid. […]
ABLE Accounts Changes From Tax Act You Should Know About
If you have a loved one with disabilities, you may be familiar with ABLE accounts, authorized by Congress in 2014 […]
What’s Involved with Medicaid Planning? Is it Complex?
Is Medicaid planning complex? Sometimes, Medicaid planning can be easy. An example might be when there is a need for […]