Our Blog

Many of our clients have retirement assets held in a Traditional IRA, 401K, 403(b), or other similar plan. It is important to periodically review the beneficiary designations on these types of plans.

I have been living with my partner for the last 25 years. While I want to provide for him in my estate plan, I want to be sure when we are both deceased, my assets pass to my children from my first marriage. Can this be accomplished?

As the individual executing the health care proxy, also called “the principal,” you have the option to set an expiration date for your named agent’s ability to act. Whether your health proxy expires is a decision you must make at the time you sign it.

Much of the estate planning discourse revolves around planning techniques for the married couple, whether it be for tax planning or asset protection planning. However, for seniors who have never married or for those whose spouse is deceased, what, if any, special considerations need to be made?

My father executed a Power of Attorney and named me as the Agent. I was recently told by his bank that they would not accept my Power of Attorney, what are my options?

A few years ago my mom was diagnosed with dementia and recently she is having trouble paying bills on time. What is the best way for me to make sure the bills are paid?

For most of us, if the time ever came that we needed assistance, our preferred option would be to remain at home in our familiar setting surrounded by family. For many, the Community Based Long Term Care Program, commonly referred to as Community Medicaid makes that an affordable and therefore viable option.

My spouse recently passed away and I just learned that he disinherited me in his Will. What rights do I have?

My mother has Community Medicaid and she lives in her own home. Now the Managed Long Term Care provider, GuildNet, is leaving this area. What are my options? Will her hours of care be reduced? Should I be worried?

Once someone has been approved for Community Medicaid (home care benefits) or Chronic Medicaid (nursing home benefits) they will need to recertify with the local Department of Social Services each year. The recertification notice comes with an application that must be completed and sent in prior to the due date.