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Estate Planning Blog

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medicaid

Medicaid and Trusts: Is a Home Held in Trust Still Considered an Asset?

Posted on: June 17, 2026
Placing a home in a trust may provide estate planning benefits, but it does not automatically protect the property from Medicaid eligibility rules.
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application for medicaid

Helpful Ways to Manage a Parent with Dementia

Posted on: June 10, 2026
Caring for a parent with dementia requires patience, structure, and a willingness to adapt as the condition changes over time.
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A younger woman affectionately hugs an older woman while they sit together on a sofa at home.

Helping Elderly Parents Gives Adult Children an Estate Planning Wake-Up Call

Posted on: June 4, 2026
Helping my dad plan for Medicaid showed me I had no estate plan of my own.
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Tax Deductions

Estate Planning Protects Elderly Loved Ones in a Crisis

Posted on: May 28, 2026
The most effective estate plans are created before a crisis occurs, providing clarity and control when decisions matter most.
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elder law and estate planning Reading, PA

Protecting Elderly Loved Ones Who Live Far Away

Posted on: May 21, 2026
Distance does not have to mean disconnection. However, protecting aging loved ones from afar requires structure, communication and consistent oversight.
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elder care

Protecting Elderly Loved Ones from Caregiver Fraud

Posted on: May 12, 2026
While caregivers provide essential support, they can also have access to finances and personal information—making oversight and safeguards critically important.
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probate and estate administration

Protecting Older Adults from Financial Abuse

Posted on: May 6, 2026
Financial abuse is one of the most common and devastating forms of elder exploitation, often going unnoticed until significant damage has already occurred.
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medicaid

Medicaid Planning is Essential to Retiring in Prosperity

Posted on: April 23, 2026
Planning for retirement without considering long-term care costs is like building a house without a roof — eventually you're exposed to financial storms.
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Whe a loved one passes away.

Precautions and Planning to Age in Place Safely

Posted on: April 15, 2026
Many older adults hope to remain in their homes as they age. However, doing so safely requires thoughtful preparation to address safety risks.
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