by Rebekah Williams | May 26, 2020
Over half of all seniors who need long-term care end up turning to Medicaid for help covering the cost of that care. Many of them know little, or nothing, about gifting and Medicaid eligibility rules because they never needed Medicaid prior to their retirement years....
by Rebekah Williams | May 21, 2020
The Medicaid look-back period is perhaps one of the most complex aspect about Medicaid. Many of our clients are often confused about when and how the look-back period applies. Because this concept and Medicaid alltogether is extremely complex, please note that this...
by Rebekah Williams | May 20, 2020
As you get older, you will likely ask the question “am I eligible for Medicaid?” Medicaid is jointly funded by the federal government and the states. Each state administers its own program, which means that eligibility requirements vary. As a result, it...
by Rebekah Williams | May 14, 2020
irrevocable trusts A life insurance trust is a form of irrevocable trust that invests the proceeds of a life insurance policy into a trust with designated beneficiaries. Most life insurance policies are owned by the insured. The money is paid when the insured dies,...
by Rebekah Williams | May 13, 2020
Are you a Trustee? Have you been notified that you are a Trustee? If so, you are undoubtedly wondering what your duties and responsibilities will be during the lifetime of the Trust. So, what do Trustees do? This article will define the basics. The Trustor (the person...
by Rebekah Williams | May 11, 2020
There is no question that a Living Trust allows you to avoid probate – if, of course, the Trust is properly drafted and funded. But does this mean a Living Trust is more cost-effective than a Will? Many of our clients just want to know…which one costs more:...
