Further Estate Planning after the Death of a Spouse
Sep 11, 2019
Losing a spouse is an extremely difficult time in life and handling the administration of their estate can be a stressful experience. When you are ready, it is important to seek the advice of an estat...
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Beneficiary Designations
Aug 21, 2019
I have an estate plan in place including a will, power of attorney, and healthcare documents. Is there anything else I need to do? Estate Planning Creating an estate plan is the first step in preparin...
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Estate Planning for Teachers
Jul 03, 2019
Summer is the best time to check items off your "to-do" list that get pushed off during the busy school year. You just spent the last ten months teaching and giving everything you have to your student...
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Estate Planning for the Blended Family
May 22, 2019
We live in a modern world where blended families are becoming more and more common. A blended family is one made up of two spouses where at least one spouse has children from a previous marriage or re...
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Estate Planning for the Millennial
Apr 10, 2019
Q: As a "millennial", when is it a good time to start thinking about estate planning? Do I need to accumulate assets before considering planning for my future? Estate Planning Estate planning is not j...
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Effects of Income Change on Medicaid
Mar 06, 2019
Q: I am looking into different care options for my mom, but I am concerned that she will lose her income to pay for care. This is the money she lives on every month. I recently heard that I could get ...
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Gifitng
Jan 09, 2019
Under Federal law, a person can gift up to $15,000 per person, per year, without having to report the gift on a Gift Tax Return (Form 709). This is called the annual exclusion amount. Any gifts in exc...
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Consumer Directed Personal Assistance Program (CDPAP)
Dec 17, 2018
The Consumer Directed Personal Assistance Program (CDPAP) is a Medicaid program that allows a Medicaid applicant, or their representative, to choose the individual (or individuals) to provide care at ...
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Immediate Need Medicaid
Nov 21, 2018
There are two ways to get homecare Medicaid in place. Medicaid Application Process There are two ways to get homecare Medicaid in place. The first is to submit a regular Medicaid application, which o...
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Elder Financial Exploitation
Oct 15, 2018
The National Center of Elderly Abuse defines financial exploitation as the "illegal or improper use of an elder’s funds, property, or assets". Exploitation tends to be more prevalent in the aging comm...
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