The “Snapshot” Date in Medicaid Planning
[From Mr. Marsocci’s book The Long Term Care Solution]. [...]
Reopening Probate?
A recent emailed question from a client turned into [...]
The Medicaid Squeeze Can Be Reversed
[Please note that this is a frequent “reprint” article [...]
Four Keys to Special Needs Estate Planning
Estate planning for a special needs beneficiary can be [...]
Outer Banks Trip Inspires Video Content
Sometimes a change of scenery is all it takes [...]
Placing Real Estate In Jeopardy
[From time to time, it’s good to readdress important [...]
Four Fatal Medicaid Mistakes ( Even With a Good Medicaid GamePlan™ )
It has now been more than six years since [...]
Non-Profit 501c4s versus Charitable 501c3s
While I’m an Estate and Medicaid planning attorney, I [...]
Medicaid DOES Care if you Gift $15,000
[PLEASE NOTE THIS IS A REPRINT. BECAUSE THIS SUBJECT [...]
2021, The Year of Reboot
Last year, I wrote that 2020 was supposed to [...]