Douglas L. Kaune's Guides

Second Marriage Estate Planning Checklist

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Medicaid Asset Protector Irrevocable Trust

When you are unable to obtain long-term care insurance, you should next consider the Medicaid Asset Protector Trust. Outright gifts to children are discouraged because those assets become exposed to the childrens debts and liabilities, divorces, spnding habits etc. The object i...

PENNSYLVANIA ESTATE RECOVERY PROGRAM

PENNSYLVANIA ESTATE RECOVERY PROGRAM The Pennsylvania Department of Public Welfare (hereinafter DPW) operates an estate recovery program which seeks to recover certain payments made by the Commonwealth on behalf of medical assistance patients. Estate recovery is sought from t...

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Caregiver Exception: Saving The Family Home From Nursing Home Spending

SPECIAL CAREGIVER EXCEPTION TO SAVE THE HOME FROM NURSING CARE SPEND DOWN Many people are becoming increasingly concerned about the possibility that they, a parent or loved one may lose the value of their primary residence in order to finance the cost of long term nursing care....

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When Should You Update Your Will and other Estate Planning Documents?

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Create An Appropriate Special Needs Trust

Pennsylvania Inheritance Tax - Frequently Asked Questions

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Probate - Frequently Asked Questions

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Key Tax Numbers for 2009 compared to 2008

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Children & Divorce: How to Protect Your Children's Inheritance from Divorce

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