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Estate Planning Blog

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Asset Protection Strategies for Medicaid Eligibility

Posted on: April 23, 2024
Learn how to protect assets and become eligible for Medicaid with practical strategies, while avoiding questionable methods.
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What You Need to Know about Social Security

Posted on: April 11, 2024
But if you're new to Social Security, it's important to know what to expect. Here are a few aspects of the program you should be aware of.
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Aging Baby Boomers Highlight Significance of Elder Law in Estate Planning

Posted on: April 11, 2024
The fact that many baby boomers lack the robust pension and Social Security benefits enjoyed by their predecessors underscores the importance of working with an elder law attorney to plan for financing long-term care and guarding existing assets as they age.
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Understanding Medicaid Asset Protection Trusts

Posted on: April 5, 2024
Medicaid Asset Protection Trusts (MAPTs) are a strategic way to qualify for Medicaid benefits and to preserve your assets. This blog explores how MAPTs work and their benefits.
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Hiring an Elder Law Attorney: A Guide for Seniors and Caregivers

Posted on: April 5, 2024
Handling your parent's or spouse's financial affairs and long-term care planning is not for the faint of heart or a task for the unprepared. Having an experienced elder law attorney advocate for you who helps create a comprehensive estate plan benefits the family.
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The Impact of 2024 Social Security Benefit Changes on Retirees

Posted on: March 28, 2024
The Social Security Administration will introduce six major changes to benefits in 2024 that will impact seniors receiving Social Security retirement benefits. Working with an elder law attorney allows retirees to navigate these adjustments and take advantage of strategies to protect assets.
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How to Protect Your Spouse or Loved One when Diagnosis is Dementia

Posted on: March 18, 2024
I have been diagnosed with brain damage and dementia. Word to the younger folks: I woke up last year and suddenly could not spell or write legibly. No warning. No symptoms.
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Planning for Cognitive Decline is Part of Estate Planning

Posted on: March 13, 2024
Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. We can help you protect them.
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Incapacity/Life Care Planning: Safeguarding Your Estate and Future

Posted on: March 8, 2024
Establishing an incapacity plan is crucial in estate planning. Learn how to protect your finances and make your wishes known in our comprehensive guide.
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