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Question: My mother needs homecare assistance. She currently has long term health insurance, will she also need to apply for Medicaid?

Question: Am I able to obtain a mortgage on my real property if it is owned by an irrevocable Medicaid trust? Can a bank demand that an existing mortgage be due in full if I transfer my property to an irrevocable Medicaid trust?

The tail end of the baby boomer generation is turning fifty-five this year and those born in the forties are moving into their seventies. They are setting milestones as they enter this third excelling at all levels.

Question: My father is in his eighties and although he is in good health, he would like to plan and pay for his funeral now. Does it make sense for him to do this?

Question: Can I name my 10 year old grandchild as beneficiary on my IRA?

Question (About a Contested Guardianship): I received Court papers that say that my brother is trying to take control of my mother’s finances and make medical decisions for her. I have been taking care of my mother for years and my brother is estranged from me and my mother. What should I do?

Question: I am a teacher and currently off for summer break. Now that I have time to myself, what should I be thinking about over the summer regarding my estate plan? What about retirement? What actions should I be taking?

Question: My son is 18 and is leaving for his first year of college in September. Someone told me that there were some legal documents I should have in place before he leaves. This is the first that I have heard of this, as his school did not say anything. Is my friend correct?

Question: What is the SECURE ACT and how might it affect my retirement benefits?

We live in a modern world where blended families are becoming more and more common. A blended family is one made up of two spouses where at least one spouse has children from a previous marriage or relationship.