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Getting to Know Medicaid

Millions of Americans receive comprehensive health coverage and financial assistance through Medicaid, a federal and state public health insurance program. The program helps low-income families, individuals, and people with disabilities receive adequate health care and provides nursing home or community…

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How to Navigate the Probate Process

As defined by the American Bar Association (ABA), probate is the legal process by which a will is granted formal recognition, and the personal representative (executor) is appointed to administer the estate. Navigating the probate process will vary according to…

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Plan Your Estate in Light of Tax Reform

Your estate plan may need to be reviewed and amended annually to keep up with the complex and ever-changing federal estate tax law, gifts, and GST exemptions. Since 2018, federal tax assessment on estates above $11.7 million, indexed for inflation…

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Will Versus No Will

It's uncomfortable to think about death, especially our own. Add to that the question of what will happen to our assets after we die and it's no wonder, so few people have created wills. According to a 2021 Gallup poll,…

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Medical Bills: Avoiding Unwelcome Surprises

In addition to dealing with a medical emergency, you might find yourself facing massive bills that are uninsured. For example, suppose that you underwent emergency surgery for some reason. You scheduled it at a hospital that participated in your insurance…

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A Guide to Medicaid Gifting Penalties

In the US and around the world, the aging population is growing. People are living longer than previous generations, which means they will require more long-term care. It’s estimated that seven out of ten Americans will need long-term care during…

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Medical Estate Planning Documents

Wills and trusts are usually associated with estate planning and passing assets to future generations. However, there is another part of estate planning that doesn’t get as much attention. It concerns advance health care planning. Have you thought about what…

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