What Is Medicaid Planning for Nursing Home Care?

What Is Medicaid Planning for Nursing Home Care?

Covering the exceedingly high costs of potential long-term and nursing home care is one of the primary concerns of seniors as they age. Planning ahead to address these expenses is the best approach for preserving assets and, in some cases, may help a… Read More
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Categories: Medicaid
Common Estate planning mistakes concept image.

Common Estate Planning Mistakes

Estate planning is one of the most important steps you can take to protect yourself, your loved ones, and your assets during your life and after your death. Yet many people make mistakes that prevent them from taking advantage of all the protections… Read More
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Categories: Estate Planning
Concept image of gift tax exemption on the 2025 Sunset.

Does Sunset of the Current Federal Estate and Gift Tax Exemption Affect Your Estate Plan?

For 2024, the lifetime federal estate and gift tax exemption stands at $13.61 million per person. In the absence of Congressional action, the exemption will be roughly cut in half — to about $7 million per person — on January 1, 2026, due to suns… Read More
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Categories: Estate Planning
Estate planning for special needs at a home office.

Estate Planning For Special Needs Families

If your family includes a special needs child or special needs adult, estate planning is a crucial priority. Special needs planning may protect the assets of the child or adult and ensure that they do not lose eligibility for government benefits. Due… Read More
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Categories: Estate Planning
A daughter talking with one of her aging loved ones about her estate planning.

Talking With Your Aging Loved Ones About Estate Planning and Other Concerns

As your loved ones age, they focus increased attention on specific concerns about their well-being and the future. You can provide substantial, meaningful support by talking with your aging loved ones about estate planning for seniors and other criti… Read More
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Categories: Estate Planning
Estate planning for seniors who are newly married.

Estate Planning for Seniors Who Are Newly Married

As you approach your 60’s or even your 50’s individuals who celebrate a new marriage need to be attentive to the unique estate concerns that arise when marrying late in life. Those concerns should be addressed by making certain that each senior h… Read More
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Categories: Estate Planning
The conversation about the family home with a father and son.

Family Home Ownership Concerns and Options for Seniors

Like many seniors, you may have concerns about the future of your family home, such as what happens if you or your spouse go into a nursing home or whether your children can keep the home after you pass away. Fortunately, options and strategies are a… Read More
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Categories: The Family Home
Two attorneys closing a deal about fiduciary services.

Understanding Fiduciary Duties

Fiduciary duties are a key principle in estate planning, elder law, and asset protection planning. When you designate a fiduciary or are asked by a loved one to serve in a fiduciary capacity, it is essential to understand the nature of fiduciary duti… Read More
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Categories: Estate Planning
Mature Couple in meeting signing contract an estate planning attorney.

Is a Trust the Right Estate Planning Choice for You?

When you make an estate plan, you want to make certain that your loved ones benefit from your financial legacy to the greatest extent possible. There are several different estate planning strategies for passing your assets along to your loved ones af… Read More
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Categories: Estate Planning
Close up of hands of two mature grandparents making a heart shape with their fingers together. Concept for the Difference Between Estate Planning and Elder Law.

What Is the Difference Between Estate Planning and Elder Law?

Attorneys who practice both estate planning and elder law draw on their specialized skills to help you accomplish significant life-centered goals both during your life and after death. While these two types of legal concerns are closely related and o… Read More
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