Category: Wills and Trusts

Everyone Over 18 Needs One of These…

By elisa on May 15, 2013 in Asset Organization, Asset Protection, Disability, Funding and Asset Titling, Power of Attorney, Risks of joint ownership

At our house we like to watch the old shows like Little House on the Prairie and Andy Griffith. Bailey, our 6-year-old, loves watching “Half Pint” and Barney Fife. Those are great shows and they reinforce some great old-fashioned values. In estate planning, there are often changing laws and new legal strategies. But there are [...]

Medicaid Help

By elisa on May 10, 2013 in Wills and Trusts

When a loved one needs nursing home care, that is one of the most stressful things a family faces. We help families every day deal with this difficult issue. One of the biggest concerns is often “how do we pay for it?” Nursing homes are expensive, often $5,000 per month or more. For many families, [...]

VA Benefits

By elisa on May 10, 2013 in Wills and Trusts

Wartime veterans or their widows may qualify for benefits from the VA to help pay for care as they age. This benefit may be available to pay for in home care, assisted living, or nursing home. In order to qualify for the maximum benefit, legal planning may be needed. We work with families regularly to [...]

How to Pay for Nursing Home Costs

By David Edwards on May 06, 2013 in Aging Parents, Asset Organization, Asset Protection, Asset Protection Trusts, Counseling, not Documents, Funding and Asset Titling, Nursing Home, Why use a Living Trust?, Wills and Trusts

How do you keep life savings from being depleted by nursing home costs? Read our Nursing Home Crisis Plan Case Study to find out one of the ways we helped a client. Quick Summary Mary recently had a stroke and will have to be placed in a nursing facility. She doesn’t want nursing home care [...]

5 Reasons You Need a Trust

By David Edwards on Apr 22, 2013 in Asset Organization, Asset Protection, Asset Protection Trusts, Divorce Risks, For Your Business, For Your Kids, Kids' Inheritance, Lawsuits and Creditor Risks, Long Term Care Risks, Nursing Home, Why use a Living Trust?, Wills and Trusts

Trusts are a very valuable planning tool. When people think about estate planning, most people think about wills. While wills are the most basic/common tool for estate planning, trusts are an incredibly effective way to plan for things that wills can’t address. Trusts can be used to: Organize your assets so it’s easier on your [...]

Estate Planning Quiz: 8 Questions to Help You Know Where You Stand

By David Edwards on Apr 16, 2013 in Aging Parents, Divorce Risks, For Your Business, For Your Kids, Grandchildren, Kids' Inheritance, Long Term Care Risks, Marriage & Remarriage, Name Guardians, Nursing Home, Parents, Power of Attorney, Tax, Wills and Trusts

Answer these 8 questions to find out where you stand with your estate planning.