Protecting Your Loved Ones and Their Assets

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The Role of Asset Protect…

The Role of Asset Protection Trusts in Georgia Estate Planning

Careful, thorough estate planning protects your assets in the event of unforeseeable events that could destroy your financial security, such as unanticipated liability. To illustrate how quickly liability can arise and how asset protection trusts can… Read More
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How Nursing Home Care Pla…

How Nursing Home Care Planning Protects Your Assets

Many aging adults require a stay in a nursing home at some point in their later years. Coping with the high cost of even a short stay creates emotional and financial strain for both the elder and their family. Anticipating these needs in advance can… Read More
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3 Reasons Why an Estate P…

3 Reasons Why an Estate Plan For Your Aging Parent Is Essential

The best time for anyone to create an estate plan is when they are healthy — and that is especially true for older adults. Here are three reasons why an estate plan for your aging parent is essential. Reason #1: Who Will Manage Your Parent’s Fina… Read More
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5 Reasons Why a Will Is N…

5 Reasons Why a Will Is Not an Estate Plan

Having a Will is extremely important. But a Will is not an estate plan. An estate plan is more comprehensive than a Will. Your estate plan accomplishes goals that your Will does not and cannot. 1. A Will Does Not Protect You During Your Lifetime.  … Read More
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What Is the Process For S…

What Is the Process For Setting Up a Trust?

An estate plan often includes a trust as an essential component of the plan. While most people know generally what a trust is, many are not familiar with the details that go into creating a trust. Regardless of the type of trust, the process for sett… Read More
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Pile of Medicaid Buttons With US Flag

How Does a Qualified Income Trust (Miller Trust) Help Medicaid Eligibility in Georgia?

Seniors applying for Medicaid to cover long-term care costs must meet both asset and income requirements to be eligible. If you are over the income limit, establishing a Qualified Income Trust (QIT) — also called a Miller Trust — may enable you t… Read More
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Medicaid written near a laptop and stethoscope.

How Does the Medicaid Look-Back Rule Affect Medicaid Eligibility?

Eligibility for Medicaid coverage for long-term care costs requires a complicated analysis of a senior’s assets and income. One asset rule that causes a lot of confusion is the Medicaid look-back period. While the rule itself is complex to apply in… Read More
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Smiling senior couple talking on sofa while holding walking cane.

Can Veterans Receive Both VA Benefits and Medicaid?

Both Medicaid and VA benefits may pay for long-term care costs for qualifying elders. Each program is complex and can be difficult to understand by itself. What’s even more confusing is how VA benefits and Medicaid interact with one another. VA ben… Read More
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Female home caregiver talking with senior woman, sitting in living room and listening to her carefully.

What Is the VA Pension Aid and Attendance Benefit for Veterans?

A special program administered by the U.S. Department of Veterans Affairs (VA) provides the Aid and Attendance benefit for veterans. Many veterans and spouses are unaware of the benefit, which can help pay for long-term care needs and supplement the… Read More
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Close up of a Family Estate planning document with writing hand

How Estate Planning Protects You During Your Life

Many people do not realize that an estate plan does a lot more than determine distribution of your property after your death.  Careful estate planning protects you during your life as well. Your Estate Plan Protects You and Your Family An important… Read More
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