May 26, 2020Estate Planning, Living Trust What Is the Role of a Trust in an Estate Plan? For many individuals, creating an estate plan that includes a trust is the best way to accomplish their goals during...
December 11, 2019Elder Law 8 Common Questions & Answers About Cash Gifting to Adult Children or Grandchildren As we are now in December, many of us are beginning to think about giving gifts to those we love....
July 16, 2019Elder Law, Medicaid, Veterans Benefits Annuities and Their Impact on Qualifying for Medicaid and VA Benefits Annuities are a complicated subject and even more so when it comes to their effect on the Medicaid or VA...
June 4, 2019Elder Law, Medicaid Medicaid planning: Beware of the look-back period before applying As a person ages, their medical care needs might increase. This comes at a time when their income might be...
January 4, 2019Estate Planning, Medicaid How long should you keep important documents? Clients often ask us which documents, records, and papers they need to keep in their homes. When determining which documents...
December 5, 2018Elder Law, Estate Planning, Financial Planning, Medicaid AVAILABLE TOOLS TO HELP FOR A BETTER FUTURE “Will you still need me, will you still feed me, when I’m sixty four?” When Paul McCartney penned those lines...