What are the Medicaid Spend Down Priorities?
One of the most crippling situations for families is when a loved one needs long term care, they start to look at prices for nursing homes, and realize that it is just not possible to keep paying over the long haul without losing everything. Medicaid becomes a path to take to finance your loved ones care, […]
Unnecessary Trust Provisions
And One BIG Reason to Keep Them Anyway “But this doesn’t apply to us!” It’s common enough to see lots of language in trusts and other legal documents that are ‘boilerplate’ that should stay in anyway. In this blog, I review some of the most commonly questioned provisions and why they should be kept anyway, […]
Myths of Special Needs Planning
Common Knowledge Myths Special Needs Planning Sometimes something that is “common knowledge” is just a myth, and myths are prevalent in estate planning for special needs beneficiaries. For example, MYTH: You can’t leave an inheritance to a beneficiary with special needs. MYTH: You should leave a house, a car, and $2,000 directly to your beneficiary, […]
Anatomy of a Destroyed Estate Plan
Estate Plan Destroyed How do you destroy your own well-crafted, strategically created, solid estate plan in one move? In this podcast, I cover how one of our most airtight estate plans explicitly drafted to benefit a grandson with special needs ended up being placed in jeopardy… because the clients decided to perform their own DIY […]
Three Sneaky Ways The Government Makes Itself Your Beneficiary
Government Programs When it comes to special government programs, what on the surface appears to be a good deal may not really be to your advantage or especially to your estate beneficiaries. Unfortunately, chances are that you are already invested in once these “deals.” That is unless you know all of the rules and you […]
Building a Digital Community
Plain English Information in a Digital Community Information on estate planning is scarce, at least in a thorough but easy to understand way. It also is impractical to provide this information one-on-one. That is one of the motivations behind creating informational courses on estate planning, Medicaid planning, and other courses under my publishing company. As […]
On-Demand Webinars Start With Special Needs Planning
In an ongoing effort to provide quality information on estate and Medicaid planning topics, our office has been conducting live webinars for the last two months. In order to keep this information constantly available, we are turning some of these webinars into free sessions that can be registered for and viewed on-demand. Last month’s live […]
The Clever Attorney
Sometimes, an attorney knowing a lot and then showing it off in the plans they create is not a good thing. Years ago, I had an uncle/trustee bring in his nephew with special needs to review the advice he was getting from the attorney who created an estate plan for his sister and brother-in-law. They […]
Supporting the Community One Cup at a Time
Our office has recently started serving our clients coffee from City Cups in Raleigh. Their single-serve OAK CITY coffee comes in recyclable pods and is entirely made by adults with autism and other developmental disabilities in our community. Bill Landahl, owner of Oak City Coffee Roasters, said the product’s bottom line is to provide this […]
What to Consider When Considering Home Accessibility
Jeff spoke with Jacqi Dix of Personal Access Solutions about the about the things people need to consider when looking to make your home more accessible to accommodate for a disability or to age in place.