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    Activities of Daily Living Measure the Need for Long-Term Care Assistance

    Most long-term care involves assisting with basic personal needs rather than providing medical care.

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    Beware of Non-Lawyers Offering Medicaid Planning Advice

    In recent years a number of non-lawyers have started businesses offering Medicaid planning services to seniors. While using one of these services may be cheaper than hiring a lawyer, the overall costs may be far greater.

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    A Brief Overview of a Trustee’s Duties

    If you have been appointed the trustee of a trust, this is a strong vote of confidence in your judgment and trusthworthiness. It is also a major responsibility. 

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    PACT Act for Veterans Exposed to Toxins Passes!

    PACT Act for Veterans Exposed to Toxins Passes

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    What It Means to Need ‘Nursing Home Level of Care’ for Medicaid Eligibility

    When applying for Medicaid’s long-term care coverage, in addition to the strict income and asset limits, you must demonstrate that you need a level care typically provided in a nursing home.  

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    You Can ‘Cure’ a Medicaid Penalty Period by Returning a Gift

    Anyone who gifted assets within five years of applying for Medicaid may be subject to a penalty period, but that penalty can be reduced or eliminated if the assets are returned. 

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    What Are the House Ownership Options When Parents and Adult Children Live Together?

    Increasingly, several generations of American families are living together. These multi-generational living arrangements present legal and financial challenges around home ownership.

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    Why Everyone Should Have an Estate Plan

    Do you have a will? A durable power of attorney? A health care proxy? If not, why not? Failure to create an estate plan risks causing discord in your family for generations to come.

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    Five Estate Planning Myths

    There are lots of misconceptions about estate planning, and any one of them can result in costly mistakes. Understanding who needs an estate plan and what it should cover is key to creating a plan that is right for you. 

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    Make Sure Your Life Insurance Is Not Taxed at Your Death

    Although your life insurance policy may pass to your heirs income tax-free, it can affect your estate’s tax liability. 

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