“Get a Trust Certification Form”=”Go Buy a Car”
A company CEO calls his executive assistant into his [...]
The Natural Born Citizen Requirement
The recent appointment of U.S. Senator Kamala Harris as former [...]
Protecting Generational Inheritances
The economy is changing, wealth is shifting, and the [...]
Changing Your Irrevocable Medicaid/VA Pension Benefit Planning Documents
So how do we make changes to an irrevocable plan? It’s a little complicated, but it is doable.
Sometimes going cheap is really expensive.
There is an unfortunate article circulating online about a man named Tom Doyle who lost his partner Bill Cornwell who is being forced out of his home by the family.
Being an Executor: Dealing with a Friend or Family Member’s Probate
Charlie was extremely nervous as she walked into the attorney’s [...]
Doesn’t A Revocable Trust Protect Against a Medicaid Spend Down?
A Revocable Trust does not help protect against a Medicaid spend down. It’s an important distinction. In my practice, we use Revocable Trusts for the avoidance of probate as an estate planning tool, NOT as a long-term-care planning tool.
Between the Holidays Phenomenon Strikes Again
Now that we are “between” the Holidays, we notice a familiar phenomenon. Our office starts getting a lot more calls than usual in the first few weeks of December than any other time of year about Medicaid Planning. But there is a very good reason for this—it may have been one of the very few times of the year that all of the “out of town” kids are back at the family home; and together they start noticing a few changes in mom or dad.
Four Ways to Pay for Nursing Home Care
Did you know that the cost of nursing home care in North Carolina ranges between $5,000 to $10,000 a month? That’s a lot of zeroes. After the sticker shock wears off, it’s time to think about how to plan for long term care – since statistics show the majority of us will need it at some point in our lives. The question is: How to pay for it?
How to be Supportive of Those who have Experienced a Loss
Jeff speaks with Nancy Loeffler of Being With Grief. Nancy provides advice on how to be supportive of those who have gone through a significant loss when someone has passed on.