Many good children lose their inheritance for various reasons: divorce, bankruptcy, litigation, or...
Category - Previous Posts
11 (Potential) Problems with Your Trust
Your trust should be reviewed every few years to make sure that it is up-to-date, for any changes...
Your Medical Directives
Your medical directives need to be part of your estate plan. Sometimes called advance medical...
10 Steps to Less Stressful Caregiving
As a family caregiver, whether you chose the role or had it thrust upon you by circumstances, you...
Avoid Senior Scams
Please caution your clients against ongoing scams via letters, phone calls and emails. An ongoing...
Medicaid and VA Benefits Summary
When a loved one needs care at home or in a facility, there may be help paying for costs of care...
The Right Estate Plan Benefits You and Your Family
A properly formulated estate plan can have numerous benefits for your and your family. Make smart...
The Path to a Smooth North Carolina Medicaid Application…How to Avoid Denials and Appeals
Have you ever filed a Medicaid application? Or have you worried about the need to file one? An...
Avoid These Five Common Retirement Planning Mistakes
From my experience and having the benefit of working with thousands of clients over the years, I’ve...
Medicaid Treatment of the Home
Nursing home residents do not automatically have to sell their homes to qualify for Medicaid. In...