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Estate Planning Blog

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How Parents and Adult Children Talk about Money and Aging

Posted on: April 23, 2024
It’s a conversation fraught with potential tension, in which people examine around concerns about independence, money, responsibility and mortality.
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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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How a Teen's $250,000 Inheritance Vanished: Protect Your Heirs with a Trust

Posted on: March 28, 2024
Learn from a teen's loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family's future financial decisions.
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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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Empowering Your Healthcare Decisions: The Essential Guide to Healthcare Documents

Posted on: March 21, 2024
Advance directives enable you to legally document healthcare and end-of-life preferences, ensuring that your treatment aligns with your values and wishes, even when you can't speak for yourself.
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