Understand Medicaid’s Look-Back Period; Penalties, Exceptions & State Variances Last updated: January 07, 2021 Medicaid’s Look-Back Period Explained When a senior is applying for long-term care Medicaid, whether that is for services in one’s home, an assisted living residence, or…
How to protect your estate from greedy family members By Attorney Patti Spencer Special to THELAW.TV How To Avoid Family Fights Over Mom and Dad's Estate. Brother against brother, father against son -- are we talking about the Civil War?…
When Is the Best Time to Start Saving for Retirement? September 26, 2020 • 5 min read ByJohn Egan When Should I Start Saving For Retirement? Whether you're 25 or 55, you've probably given at least some thought to saving money for…
How to Get Guardianship of an Elderly Parent Marlo Sollitto | Updated June 21, 2021 When an older adult loses the ability to think clearly, it also affects their ability to make informed and meaningful decisions. This may occur due to the onset…
Estate Planning for Millennials: Your Ultimate Guide Estate Planning for Millennials: Your Ultimate Guide. Nearly everyone’s heard of an estate plan or will, yet only 40% of people have a will or living trust. While many think of estate plans…
The Aging of America: Will the Baby Boom Be Ready for Retirement? This article is part of a broader study of saving funded by the National Institute on Aging and TIAA-CREF. The baby boom generation—the roughly 76 million people born…
Should You Accept the Job of Executor of Someone’s Will? February 11, 2020 If you’ve been asked to serve as the executor of someone’s will, you should feel honored. It shows the person has a lot of faith in your…
5 Reasons to Consider a Special Needs Trust Here are 5 common reasons for establishing a special needs trust that applies to your family member with a disability. Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor In my last article,…
Having a comprehensive estate plan won’t do you much good if no one can find it. Making and distributing copies of your estate planning documents are an incredibly important part of making sure your wishes are both known and followed.…