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Senior individuals discussing Medicaid planning and elder law with an estate planning attorney to protect assets and ensure quality long-term care.
Blog post

The Need for Medicaid Planning

July 2, 2021
One of the greatest fears of older Americans is that they may end up in a nursing home. This not…
An elderly couple happily shows their grandchildren a gift, symbolizing the concept of passing assets through a generation-skipping trust to secure the future of younger generations while minimizing estate taxes.
Blog post

Passing Assets to Grandchildren Through a Generation-Skipping Trust

June 28, 2021
Passing assets to your grandchildren can be a great way to ensure their future is provided for, and a generation-skipping…
An image illustrating the concept of directed trusts in estate planning, showing multiple hands working collaboratively to manage assets, symbolizing the delegation of trust duties to experts while maintaining overall control.
Blog post

What Is a Directed Trust and What Are Its Benefits?

June 21, 2021
Directed trusts can be a useful estate planning tool, allowing you to place your family’s assets in a trust but…
Image illustrating the concept of dual eligibility for Medicare and Medicaid as a cost-saving measure for seniors in estate planning and elder law.
Blog post

Dual Eligibility: How Qualifying for Both Medicare and Medicaid Can Help With Costs

June 18, 2021
Qualifying for Medicare hardly means free health care -- there are still premiums and deductibles. However, people who qualify for…
Elderly woman receiving home care assistance as part of Medicaid waiver program, avoiding the need for nursing home placement, highlighting estate planning and elder law benefits.
Blog post

Medicaid’s Home Care Waivers Can Help You Avoid a Nursing Home, But the Line May Be Long

June 14, 2021
Medicaid long-term care benefits traditionally pay mainly for nursing home care, but the federal government can grant “waivers” to states…
A person holding a life insurance policy document, illustrating the impact of life insurance on Medicaid eligibility and estate planning decisions.
Blog post

Can Life Insurance Affect Your Medicaid Eligibility?

June 7, 2021
When applying for Medicaid many people often forget about life insurance. But depending on the type of life insurance and…
Elderly man holding money, representing the financial considerations in estate planning and understanding the generation-skipping transfer tax for passing wealth to future generations.
Blog post

What Is the Generation-Skipping Transfer Tax?

June 4, 2021
The estate tax gets all the press, but if you are leaving property to a grandchild, there is an additional…
Elderly couple at home discussing estate planning and reverse mortgage protections.
Blog post

Non-Borrowing Spouses of Reverse Mortgage Holders Receive Expanded Protections

May 28, 2021
The federal government has expanded access to protections for spouses of reverse mortgage holders who are not named in the…
House with a for sale sign, symbolizing the impact of Medicaid estate recovery on family homes and the importance of estate planning in elder law.
Blog post

Saying Medicaid Estate Recovery Keeps Families in Poverty, Advocacy Groups Call for Abolishing It

May 24, 2021
To qualify for Medicaid coverage of long-term care, you must satisfy very complicated financial eligibility rules—rules that often can be…
A distressed elderly woman sits at a table with scattered documents, symbolizing the complications and dangers of using online power of attorney forms for estate planning without professional legal assistance.
Blog post

Court Case Illustrates the Danger of Using an Online Power of Attorney Form

May 21, 2021
A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of…
A young couple discussing estate planning documents, reflecting the trend of younger adults increasingly preparing wills as per a recent survey.
Blog post

Younger Adults Now More Likely to Have a Will, According to Survey

May 14, 2021
A new survey has found that motivated in part by the coronavirus pandemic, younger adults are now more likely to…
An elderly couple reviewing prescription drug costs to understand the Medicare Part D coverage gap, known as the doughnut hole, for better estate planning and elder law preparedness.
Blog post

How You Can End Up in Medicare’s Doughnut Hole, and How You Get Out

May 10, 2021
Medicare prescription drug (Part D) plans can have a coverage gap—called the "doughnut hole"--which limits how much Medicare will pay…

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Attorney Advertising. The information presented on this website is for informational purposes only and should not be construed as a legal advice. Viewing of, responding to, or otherwise transmitting the information on this website is not intended to create, and receipt of the same does not constitute, an attorney-client relationship. The information provided on this website should not be relied upon without first seeking professional legal counsel. The information on this website is provided only as general information which may or may not reflect the most current developments of law. Prior results and cases discussed on this website do not imply and do not guarantee a similar outcome in any other case. The links to other websites contained herein do not constitute a referral or endorsement of any kind.
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