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Our office is uniquely qualified to provide legal advice and representation in all legal matters relating to Medicaid eligibility and estate planning.

Medicaid Penalties and How to Avoid Them

Individuals who wish to receive federal assistance through the Medicaid program for nursing home care, assisted living, in-home care, or adult foster care must meet the income and asset eligibility requirements. These rules lead to many candidates, giving away money…

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Planning For Special Needs and Your Estate

A third-party special needs trust, sometimes referred to as a supplemental needs trust, can be used to provide estate planning tools to the parents of children with physical/mental disabilities. In this type of trust, assets will be provided to the…

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Plan Your Estate as an Entrepreneur

Entrepreneurs share specific characteristics, such as motivation, creativity, persuasiveness, risk tolerance, versatility, vision, innovation, communication and collaboration, flexibility, and decisiveness. Individuals like these create new businesses, taking on most of the risks and reaping most of the rewards. Entrepreneurs, because…

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Widows and Widowers’ Estate Plans Amended

The loss of a spouse can be extremely challenging emotionally, financially, and spiritually. An aging widow or widower may find herself in a complex financial situation with more questions than answers as one spouse handles family tax and estate planning.…

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The Cost of Long-Term Care

A recent study conducted by Genworth cites that around 70 percent of retired Americans will need some type of long-term care (LTC) by 2020, with costs ranging from $53,768 to $105,850 per year, according to the US Department of Health…

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