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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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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…

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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…

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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…

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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…

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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…

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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…

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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…

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