Medicaid or Moneyball
Medicaid & Long-Term Care When faced with a long-term care crisis and the accompanying astronomical monthly costs, families often push to keep doing things the same way they always have, just better or more efficiently. They keep pushing ahead with their fingers crossed that, somehow, they can preserve enough money to pay the $10,000+/month nursing […]
What is the Estate Planning Process?
First Meeting – Estate Planning Process When people meet with an estate planner for the first time, it is often uncomfortable. After all, they’re there to talk about death and where their stuff goes. It’s not a subject that most people are eager to address. But it’s something that everyone needs to do. So what […]
The High Cost of a “Free” Medicaid Plan
Free Medicaid Plan There are so many myths, folk remedies, and outright falsehoods surrounding Medicaid qualification for nursing home care that it becomes impossible to list them all. Unfortunately, it becomes easy for people to look online for the simple answers they want to hear rather than researching and understanding a much more complicated truth. […]
The Annual Trust Tune-Up
The Annual Revocable Living Trust Tune-Up A revocable living trust can be one of the best, most effective ways to plan a coordinated estate strategy to avoid probate. However, this type of planning requires some maintenance to make sure your trust is doing everything it can. Too often, people with revocable living trusts go years, […]
What are the Medicaid Spend Down Priorities?
Medicaid Spend Downs 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 […]
Top 3 Things That Overcomplicate an Estate
No Need to Overcomplicate an Estate Far too often, the general public has ideas about estate planning they get from popular television shows to the point they believe that it is mandatory to have a lawyer read the will to a well-dressed family in front of a roaring fireplace with everyone sipping brandy from large […]
Medicaid Whoopsies vol. 1
Medicaid Planning When it comes to Medicaid Planning, there are tons of loopholes that can help a family preserve a lot of assets and have a loved one still qualify for nursing home Medicaid. On the other hand, this also means there are a lot of opportunities for people to “go rogue” and make mistakes […]
Mom Needs Help… What Do We Do?
Basic Long-Term Care Options While Medicaid and Long Term Care Planning are often focused on preserving money, at least for the families who speak with me. But the overall process has to be about more than just assets and income. Unfortunately, many professionals push those aside and focus only on the money without sufficient emphasis […]
Andrew Tate and 2023 New Year’s Revolutions
It sounds ridiculous that it even has to be stated, but with the New Year we need to focus on fact-based solutions to our problems… and that will be considered “revolutionary.” As I usually do, I have been on my annual end-of-year break and, unfortunately, I had a chance to dig a few inches deep […]
What’s All This ‘Hearsay’ Crap?
What is Hearsay? “Hearsay is a statement, other than one made by the declarant while testifying at the trial or hearing, offered in evidence to prove the truth of the matter asserted.” In this reaction video, I explain in plain English the definition of ‘hearsay’ that kept popping up in the Johnny Depp/Amber Heard trial, and […]