People tend to make New Year’s resolutions when the end of the year arrives. In some cases, they will resolve to lose weight, begin an exercise program, or quit smoking. Self-improvement commitments … [Read more...] about Take Estate Planning Action in 2022
Many people have some misconceptions about trusts. One of them is the idea that a trust is a singular option, and you transfer assets out of your name when you establish a trust. The first thing to … [Read more...] about Are Assets in a Living Trust Protected?
It is easy to assume that similar sounding acronyms are actually referring to the same government program, but this is not always the case. SSDI and SSI would definitely fall into this category, and … [Read more...] about Key Distinctions Between SSDI and SSI
Some people do not consider the possibility of using a trust as an estate planning tool because they harbor misconceptions. There are those that think that a trust can never be dissolved or revoked, … [Read more...] about Can You Dissolve a Trust?
An investment in a vacation home can be money well spent. You have the opportunity to get away with your family members and friends when you have the time, and this is a beautiful thing. Plus, from … [Read more...] about Own a Vacation Home? You Need a Living Trust
Your legacy can be approached in two different ways. You can ask yourself what you would like to be able to leave to your loved ones and act accordingly to the best of your ability. The other option … [Read more...] about Medicaid Can Preserve Your Legacy
People tend to procrastinate when it comes to inheritance planning because after all, dying is the last thing on your to do list. At the same time, it is one of the inevitabilities of life, so it is … [Read more...] about Inheritance Planning: Liquidation Can Streamline the Process
Medicaid is required to seek reimbursement from the estates of people that were enrolled in the program while they were living. Since it is a need-based program, you cannot qualify if you have more … [Read more...] about Does Medicaid Estate Recovery Apply to a Special Needs Trust?
If someone asks you to be the executor of their estate, you may understand what you have to do in a general sense, but the specifics are another matter. With this in mind, we will look at some simple … [Read more...] about How Does an Executor Settle an Estate?
As elder law attorneys, we pay close attention to potential legislative changes that can impact government programs for seniors. There is a key proposal on the table right now, and we will look at it … [Read more...] about Expansion of Medicaid Waiver Has Been Proposed