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 [...]
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, [...]
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 [...]
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 [...]
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 [...]
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 [...]