Homeownership and Medicaid Can Be Problem
Many people work hard to acquire real estate and then later find that that real estate makes them ineligible for Medicaid to help pay for nursing home or in-home, long-term care.
What Key Estate Planning Terms Should I Know?
Estate planning is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.
Do I Need to Name a Guardian for My Children in the Will?
Why naming a guardian for your child is important.
Why Planning Tasks Don’t Stop Because You’ve Retired
Building enough wealth to sustain yourself in retirement is a monumental achievement. However, financial planning doesn’t end when you no longer rely on a paycheck.
How Does Guardianship Work?
As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?
How to Plan for Incapacity
One in four American adults live with a disability, according to the Center for Disease Control. One in 10 adults over the age of 65 has Alzheimer’s or dementia, according to the Alzheimer’s Association.
How Do I Include Care for My Children in Estate Planning?
Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates…
What are the Different Kinds of Powers of Attorney?
As you age, it is important to have your affairs in order to ensure peace of mind for you and your family. Several documents need to be in place to help your family know and carry out your wishes.
Estate Planning Is a Gift and a Legacy for Loved Ones
Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own.
Possible Pitfalls for Special Needs Planning for Parents
Both the state and federal government, administered through the Social Security Administration (SSA) and Medicaid provide disabled individuals with a variety of life enhancing, and sometimes life sustaining, public benefits.