January 5, 2020

The “Look-Back Period” for a Medical Assistance Application

"The Medical Assistance or “Medicaid” applicant must meet several criteria to obtain benefits. If deemed eligible, Medicaid will partially offset the applicant's cost of nursing home care.
December 12, 2019

Frequently Asked Questions about Power of Attorney

If you are considering getting a power of attorney, you should fully understand the process, what it entails, and what it means.
December 10, 2019

Estate Planning: When & Where To Start

The best way to begin is simply by thinking about what you want to happen when you’re gone. Nobody likes to think about their own death, but it is an eventuality and needs to be planned for.
December 7, 2019

Common Mistakes of Estate Planning

Like many people, you may be avoiding estate planning. However, it's necessary so that you can avoid confusion & prevent a potential great burden for your loved ones.
December 5, 2019

Should I Hire an Attorney to Probate an Estate?

You are named as Personal Representative (PR) in a person's Last Will & Testament, and now they have unfortunately died. Now what?
November 24, 2019

12 Simple Steps to Creating an Estate Plan

There are many decisions to be made and complex tax laws to consider as you’re making a plan for your estate.
November 20, 2019

Five Steps in Preparing a Power of Attorney

Preparing power-of-attorney documents is not as complex as it seems. Listed here are seven easy steps to help you come up with a proper power-of-attorney document.
November 3, 2019

Taxes & Your Inheritance

A skilled estate planner can utilize trusts, properly timed gifts, insurance policies, and donations to minimize the taxes owed.
November 2, 2019

Advance Healthcare Directives (AHCD) & Your Options

Issues that surround terminal illness, incapacitation, and death are not easy to talk about. But it is often a lot easier for the immediate family if their loved one had drawn up an advance healthcare directive.