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Understanding How Trusts Assist in Medicaid Planning
Medicaid planning is a long-term care planning strategy that helps an aging adult or couple protect assets while working towards qualifying for Medicaid government assistance with expenses related to nursing home or in-home care. To qualify for Medicaid, you must meet income and asset limitations imposed by the regulations.
September 23, 2022
How Relationships Affect the Estate Planning Process
Estate planning is about being proactive to protect your loved ones and your property while granting you peace of mind. Often this planning process does not occur in a vacuum.
September 22, 2022
Making a Care Plan for Your Senior Loved One
In some cases, like with an accident or sudden onset of a debilitating illness, a care plan must be made immediately. Other times, such as slowly aging and declining, a care plan can be constructed over a period of time.
September 22, 2022
Estate Planning for Lottery Winners
Congratulations – you won the lottery. A windfall of money will be life-changing. You may be able to buy a new home, start a small business or invest in a loved one’s dreams.
September 22, 2022
What Every Senior Needs to Know About Shingles
Deriving from the same virus that causes chicken pox, shingles is a disease affecting the nervous system that causes a painful, blistering rash. When dormant, the virus still remains in the cells of the nervous system and recurrences of conditions may occur.
September 22, 2022
Organize Your Estate Documents for Your Executor
Careful planning and organization is a blessing and much appreciated gift to those you leave behind. During a time of grief, it can be extremely difficult to concentrate on things like password recovery and searching through endless piles of paperwork.
September 12, 2022
Consequences of Destroying or Hiding a Valid Will
It is a crime to destroy a will. Why would someone do this? Most likely, it occurs when contentious family members discover they have been disinherited or do not like some of the terms in the will of a recently deceased family member.
September 7, 2022
Powerful Provisions to Include in Financial Power of Attorney Documents
During disability planning, you execute a durable financial power of attorney and name an agent you trust to act on your behalf. This person can make financial and legal decisions and carry out your affairs if you are not able to do so yourself due to incapacity.
September 5, 2022
3 Considerations Before Buying a Vacation Property
Whether it is the beach or the mountains or on a beautiful lake, many families enjoy time spent together at a vacation home. Before you rush out to purchase this memory-maker, take time to consider some of the following.
September 2, 2022
Free Cognitive Tests to Assess Your Senior Loved One
Forgetfulness. Mood swings. Paranoia. Just plain crankiness. What is normal aging and what constitutes cognitive decline that may need addressing?
August 26, 2022
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