Blog Full Width2017-05-20T16:43:14-05:00

The “Snapshot” Date in Medicaid Planning

[From Mr. Marsocci’s book The Long Term Care Solution]. The snapshot date in Medicaid planning is simply the date that the person entered the nursing home, and therefore is “locked in” to how their assets were arranged at that time. More specifically, it is the [...]

Educational Programs Launched with Special Pricing

The educational programs are now live! As mentioned in previous articles, we made substantial investments in both time and resources to create online educational programs. Several of these programs are now online for sale, and a few more are in the works. The current programs [...]

Reopening Probate?

A recent emailed question from a client turned into a good opportunity to address the subject of reopening an already closed probate case in order to cash a check that turned up in the name of the deceased person. What has to happen if an [...]

The Medicaid Squeeze Can Be Reversed

[Please note that this is a frequent “reprint” article for our office. We intentionally re-release important information to our clients through the newsletter because the issue tends to come up. If you have any questions on this information about your own plan, then please schedule [...]

Revocable Versus Irrevocable Trusts

A question I get frequently from estate planning clients, more out curiosity than anything, is what is the difference between revocable and irrevocable trusts? I say its out of curiosity mainly because the question comes from clients who have already read my book Estate Planning [...]

I Can’t Believe He’s Eighteen

On a recent trip to the Northeast, we stopped by our friend’s house for a few days in Pennsylvania. Their son Ewan, who before COVID had come to North Carolina to visit each Summer after school was out, had just turned eighteen. Worse, he was [...]

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