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 […]
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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
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 […]
Medicaid Planning, and Qualified Income Trusts, Are the Practice of Law
Frequently, we are asked whether the client can engage in Medicaid planning and the preparation of a qualified income trust, […]
Medicaid Income Asset Limits for Eligibility for Nursing Home Benefits 2019
The following dollar amounts represent the Medicaid income and asset limits for 2019. If an individual exceeds these limits, they […]