August 11, 2021 |
What is Medicaid Lookback?
Did you know that if you transfer certain assets in periods before applying for Medicaid due to low income that you might have to go ...
Learn MoreWhat is Medicaid Lookback?
Did you know that if you transfer certain assets in periods before applying for Medicaid due to low income that you might have to go through a penalty phase? This is known as the lookback period and is in place to discourage people who are trying to qualify for Medicaid quickly from spending down or giving away all their assets just to meet those grounds. 
Bear in mind that knowing about the lookback period and using strategies to prepare to qualify for Medicaid with the help of an estate planning lawyer is both legal and ethical. This can help you protect the assets you’ve worked hard to build over the course of your life without the fear of them getting decimated by an unexpected long term care event.
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Blog
August 9, 2021 |
What Can Go Wrong with a Digital Power of Attorney Download?
Yes, you can find power of attorney documents and templates online, but it is rarely in your best interest to use these in your business. ...
Learn MoreAugust 6, 2021 |
Swing in Small Value Stocks Shows Benefits of Staying the Course
Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term. Similarly, the stocks of smaller ...
Learn MoreAugust 3, 2021 |
What Can Happen without Proper Estate Documents?
If your loved ones are left to figure out the mess of your estate after you’re no longer around to help provide context, that’s not ...
Learn MoreAugust 2, 2021 |
Will an Estate Tax Exemption Change Impact You?
Most people today are not impacted by the estate tax exemption amounts. That’s because the amounts are so high that all but those with a ...
Learn MoreJuly 30, 2021 |
Have Your Heirs Changed? Time to Update Those Beneficiary Designations
It’s well worth it to look at your financial accounts if it’s been years since you have done so. Up to date beneficiary designations are ...
Learn MoreJuly 28, 2021 |
How to Include Amendment Language in Your Living Trust
By its very nature, the structure of a living trust is revocable, meaning that you can make changes to it or terminate the trust entirely ...
Learn MoreJuly 27, 2021 |
Is Now a Good Time to Sell Your Business?
There’s a lot that goes into deciding it’s time for your next chapter when you own a business. You want to know what’s going to ...
Learn MoreJuly 23, 2021 |
Are Concerns About Inflation Inflated?
KEY TAKEAWAYS *Recent Dimensional research suggests that simply staying invested helps outpace inflation over the long term for a wide range of asset classes. *The ...
Learn MoreJuly 21, 2021 |
Putting Together an Estate Plan for Beneficiaries Who Suffer from Addictions
The addiction epidemic has touched many families throughout the country and it is certainly worth considering if you have loved ones that you wish to ...
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