ADDITIONAL RESOURCES
Estate Settlement
PROBATE BASICS
What, where, when, who, and how.
PROBATE BASICS
What assets need to be probated?
PROBATE BASICS
What happens if someone dies without a will?
ESTATE SETTLEMENT - GLOSSARY OF TERMS
Probate has a language all its own. If you are unfamiliar with the terms, the probate process can be confusing. Here are some helpful terms and definitions to help you stay on the right path!
PRACTICAL STEPS TO TAKE WHEN COPING WITH THE LOSS OF A LOVED ONE
Dealing with the passing of a loved one is an inevitable part of life, bringing forth a wave of emotions and an array of tasks that can feel overwhelming. To assist you during this difficult period, we've compiled a straightforward guide of essential steps to consider.
Medicaid Planning
WHAT YOU NEED TO KNOW ABOUT GIFTING FOR MEDICAID
Are you afraid to give a gift over a certain amount in any one year because you will have to pay taxes? Are you confident that making the minimum annual gift will keep you Medicaid-compliant?
RESOURCE ASSESSMENTS: THE UNKNOWN STEP TO SAVING MONEY
The Medicaid Resource Assessment is an important element of asset preservation when faced with long term care expenses. A portion of the rules are designed to protect the community spouse (spouse still living at home).
FIVE WAYS TO PAY FOR LONG TERM CARE
Medicaid is often the best option to pay for long term care, but what can you do in the meantime?
IRREVOCABLE MEDICAID ASSET PRESERVATION TRUSTS
A summary, advantages, and disadvantages.
Estate Planning
IS YOUR ESTATE PLAN BROKEN?
Your estate plan may be broken. Learn when and why you should review your estate plan.
ESTATE PLANNING BASICS
Learn more about the five most common aspects of estate planning.
ESTATE PLANNING BASICS
Learn how to determine your own end-of-life treatment.
DISINHERITING WITH A DOLLAR: FACT OR FICTION?
Occasionally, a client wants to disinherit a family member. When doing this, it's essential to understand the implications and alternatives when considering disinheriting a family member to avoid unintended consequences and additional financial burdens on the estate and other beneficiaries.
YOUR MIDLIFE LEGAL CHECKUP: WHAT YOU NEED TO KNOW
Elder law is not just for the elderly! It is crucial to take stock of your legal standing to make sure that you are well-prepared for the future. Learn more about how to safeguard your interests and embrace the next chapter of your life with confidence.
WILLS VS. REVOCABLE LIVING TRUSTS
You may have been told that a Revocable Living Trust is necessary or beneficial for everyone. This handout explains the difference between a Revocable Living Trust and a Will and gives some information about when a Will-based estate plan is sufficient or when a Revocable Living Trust-based estate plan may be beneficial.
COMING SOON.
Guardianships & Conservatorships
WHAT YOU NEED TO KNOW ABOUT GUARDIANSHIPS
Learn more about what Guardianships are, when they are appropriate, common disadvantages, financial costs, and the court process.
LEGAL ESSENTIALS FOR PARENTS: NAVIGATING GUARDIANSHIP AND EDUCATION PLANNING
Parenthood is a rewarding journey, filled with countless joys and responsibilities. As a parent of a minor child, understanding the legal aspects related to guardianship and education planning is essential for ensuring your child's well-being and future success. In this blog post, we'll explore crucial legal tips to empower parents in navigating these important areas.
Special Needs Planning
HOW TO PREVENT BENEFICIARY DESIGNATIONS FROM AFFECTING GOVERNMENT BENEFITS FOR SOMEONE WITH SPECIAL NEEDS
For individuals with special needs who rely on government benefits for support, safeguarding these benefits should be a priority. Here are some effective ways to protect these benefits while ensuring financial security for individuals with special needs.
Elder Financial Abuse Resources
COMING SOON
Dementia Diagnosis & Caregiving
DEALING WITH THE DIAGNOSIS: PRACTICAL LEGAL STEPS TO TAKE WHEN PLANNING FOR AN UNCERTAIN FUTURE
Description coming soon.
STRATEGIES FOR DEMENTIA CAREGIVING
Description coming soon.