Monthly Archives: July 2024
What is the Medicaid Lookback Period?
Whether you are starting to think about Medicaid planning and asset-protection strategies for yourself as you age, or you are assisting an elderly parent with Medicaid planning and asset protection, it is critical to understand what is involved in Medicaid planning and how the “lookback period” works. In short, the lookback period refers to… Read More »
Life’s Events Documents and Estate Planning: What Do I Need?
While none of us can fully plan for unexpected life events, it is possible to make plans so that you maintain your ability to make decisions in certain circumstances as best as possible, and that you identify other people you trust to make decisions for you if you become unable to do so for… Read More »
How A Trust Can Safeguard Your Minor Child’s Inheritance
There is nothing that you would not do for your child and to ensure their safety and security. This includes proactively developing an estate plan or updating an existing one when you become a parent. But when you write your estate plan, what you include in it makes a big difference. Putting together an… Read More »