May 2020

Six Things Every Estate Planner Should Know About Medicaid Planning

Tags: , , , , , |

There comes a time in every estate planner’s career when their clients come to them about protecting a lifetime of savings from the nursing home, whether the long term care is for them or [...]

A Tale of Two Estates: Michael Jackson v. Anna Nicole Smith

Tags: , , , , , , |

Not all celebrity estates are the same, despite how the 24-hour news media portrays things. Going back several years, the contrast between the estates of the Playboy model and reality TV star Anna Nicole [...]

April 2020

No. 9 of the Top Ten Medicaid Don’ts

Tags: , , , , , , , |

A reverse mortgage is often a short-term solution to a much longer-term problem that takes many Medicaid Planning options off the table. Unfortunately, we often see families who have a substantial debt [...]