Some of the most impactful work we do involves setting up financial protections for disabled individuals. Part of that process includes exploring federal income benefits,
Trusts can be a highly effective tool in nursing home planning. Certain types of trusts are effective even when a nursing home stay is imminent
Across the board, legal documents can be confusing. Just think about the paperwork needed to take out a mortgage – the legalese is overwhelming. And
So often, we meet with clients who want to “get a will” or “talk about trusts.” And we’re more than happy to talk about those
If you choose not to decide, you still have made a choice (“Freewill” by Rush). Estate planning is based on a single choice: will you
Here’s a shocking statistic: according to Scranton University, only 8% of people keep their New Year’s resolutions. Some years I’ve been successful with my resolutions, other years are utter failures. In my experience, the times I’ve been able to keep my resolutions have had a few things in common. Here are three ways to stick with your resolution.
The beneficiary is what it sounds like: the person who receives the benefit from a trust. [Read More]
The grantor is the person who creates a trust. No matter what type of trust you have, the grantor is always in charge because they set the trust’s terms. [Read More]
One of the most common questions I hear during our Mutual Interviews is, “Do I need a trust?” And the typical lawyer answer is, “It depends.” In order to answer that question, we need to start by defining what a trust actually is. [Read More]
When you first submit a Medicaid application for nursing facility care (and Elderly Waiver, in Iowa), DHS takes a “snapshot” of your financial status as of the date you first moved into the nursing home. This is called the “snapshot date.” [Read More]
