skip to Main Content

The Benefits of Living Trusts for Seniors

It is unfortunate that seniors are often the victims of financial abuse and scams. That’s why it’s important that planning is in place to help seniors protect themselves and their assets. As we age, it can become increasingly difficult to…

Read more

Estate Planning for Seniors

Even though nearly half of Americans age 55 or older acknowledge that estate planning is important, few have wills, powers of attorney, or health care directives. These documents help guide your representatives to provide the end-of-life wishes you seek. Estate…

Read more

Digital Estate Planning Obstacles to Avoid

With the Internet of Things (IoT), identifying and managing your digital property is more important than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media…

Read more

A Fiduciary’s Role in Estate Planning

Fiduciaries are individuals, professionals, or organizations that are legally obligated to act in the best interest of their appointed beneficiaries. Carrying out the terms of a will or trust or making medical or financial decisions on behalf of another are…

Read more

Medicaid Enrollment and Eligibility Changes

CMS has proposed simplifying Medicaid enrollment and increasing the number of people eligible to obtain and maintain coverage. Overall the goal is to streamline applications, verifications, enrollments, and renewals, standardize processes, and reduce red tape. These proposals are a response…

Read more

Creating a Will for Blended Families

It is common today for families to have stepchildren, and in cases of inheritance, stepchildren are often treated the same as biological children. This is particularly true where stepchildren are part of a blended family from an early age. Biological siblings…

Read more

Powers of Attorney Explained

Power of Attorney (POA) documents are an essential part of estate planning.  All states recognize powers of attorney, but rules and requirements will differ from state to state. The document gives one or more individuals the legal authority to act…

Read more

Penalties and Gifts Associated with Medicaid

Low-income seniors with limited assets and income can obtain healthcare and long-term care through Medicaid, a federal/state program. Many seniors believe their only option to qualify for the program is to “spend down” their assets. While this is true in…

Read more
Back To Top