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Resources

Elderly man using a smartphone at home, contemplating Medicaid spend down strategies for estate planning and elder law considerations.
Blog post

Medicaid Spend Down: Pay for More Than Just Medical Bills

February 23, 2024
Since the 1960s, Medicaid has provided health care coverage for low-income people across the United States. For millions of seniors,…
Patient advocate holds clipboard and talks to a senior client about health care options, emphasizing support in elder law and estate planning.
Blog post

A Patient Advocate Can Support Your Health Care Journey

February 18, 2024
More than 70 percent of adults in the U.S. report being dissatisfied with the health care system, according to TIME Magazine.…
A female witness answers prosecutor questions in a probate court setting, with a judge listening in the background, representing disputes that may arise in estate planning and elder law matters.
Blog post

Navigating Disputes in Probate Court

February 16, 2024
When someone passes away, the probate process ensures that the deceased’s estate fulfills its debts and that the heirs receive their…
An image illustrating estate planning concepts with documents related to a revocable trust and power of attorney, highlighting their role in elder law and financial security.
Blog post

You May Need a Revocable Trust With Your Power of Attorney

February 11, 2024
Everyone should have a durable power of attorney in place that appoints someone to act for them if they become…
Female lawyer consulting with female client in an office setting about estate planning options, focusing on letters of instruction as a valuable tool alongside traditional documents.
Blog post

How a Letter of Instruction May Benefit You

February 5, 2024
While it is important to have an updated estate plan, there is a great deal of information that your heirs…
Senior woman signing her last will and testament at a desk, emphasizing the need for estate planning and will creation for all individuals.
Blog post

40% of People Say They Don’t Have Enough to Make a Will

February 2, 2024
Four in 10 people believe they do not have enough assets to make a will, according to Caring.com’s 2024 Wills and…
A daughter tenderly holding the hand of her terminally ill mother, lying in bed, symbolizing compassionate support and the importance of advance directives in estate planning for end-of-life decisions.
Blog post

What Is MAID (Medical Aid-in-Dying)?

January 29, 2024
Many people seek to avoid situations in which life is unnecessarily prolonged. Subsisting on expensive life-support long beyond when treatment…
A present wrapped in elegant gold and silver paper adorned with a shimmering silver ribbon, symbolizing the gifting strategy within a Crummey Trust for estate planning and tax benefits.
Blog post

Crummey Trust: A Safe Way to Give Financial Gifts to Minors

January 26, 2024
Many parents and grandparents want to pass their wealth to their children while they are still alive. Gifts to children…
Senior couple sitting on a sofa looking over property tax documents to understand and prevent potential foreclosure, highlighting the importance of estate planning and elder law for older homeowners.
Blog post

Avoiding Property Tax Foreclosures for Older Adults

January 22, 2024
If you are a homeowner who is falling behind on your real estate taxes, you may end up facing foreclosure…
Frustrated businessman at a desk cluttered with paperwork, illustrating the complications of using free Power of Attorney forms in estate planning and elder law contexts.
Blog post

A Useless Power of Attorney: Avoid Free Legal Documents

January 19, 2024
A power of attorney designates a trusted individual to make decisions or conduct transactions on your behalf. They could be…
A happy senior couple converses with an estate planning attorney, highlighting the importance of legal documents like wills and health care directives for secure elder law planning.
Blog post

A Seniors Guide to Estate Planning

January 15, 2024
Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have…
An older couple sitting on a cozy couch at home, discussing estate planning and the benefits of long-term care insurance as part of their retirement planning strategy.
Blog post

Retirees: Deduct Your Long-Term Care Insurance Premium

January 12, 2024
Even if you have a long-term care insurance policy, you may likely be hoping that you won't ever have reason…

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