What Documents Are Required for a Medicaid Application?

Medicaid applicants must prove that they have limited income and assets in order to be eligible for long-term care services. Therefore, before beginning the application process, it is helpful to understand what information you will be required to provide to prove your eligibility.  Medicaid is a state-run program, so the rules can vary from state […]

October is National Estate Planning Awareness Month

What is Estate Planning? While this designation is very recent, the concept of Estate Planning itself is not. “Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure. It can involve the services of a […]

10 Reasons to Create an Estate Plan Now

October is recognized as National Estate Planning Awareness Month. Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don’t have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for everyone, regardless […]

How We Help Keep Your Estate Plan Current

Things Change           The minute a client leaves our office, things start to change.  They get a little older each day, assets increase or decrease, health improves or gets worse, they move or change phone numbers, or the law changes. The list goes on and on. Estate Plans Need Maintenance Estate plans are just like cars […]

Navigating through sibling disputes over Power of Attorney

A parent is under no obligation to tell who they have appointed or why. This can leave to the other sibling feeling slighted or resentful. There are some things that are beyond the reach of a Power of Attorney such as the Agent can’t bar the sibling from seeing their parent and it terminates at […]