by Katie Riordan | Oct 26, 2020 | Medicaid Planning
Mistakes can be made when it comes to inheritances and Medicaid. Those mistakes can be costly. When a person is drawing Medicaid benefits and inherits money or property, that inheritance jeopardizes the benefits. The inheritance must be handled carefully to minimize...
by Victoria Bowden | Oct 19, 2020 | Estate Planning
Kevin stands at the door of Winnie’s nursing home room, tears streaming down his face. The medical staff just finished inserted a feeding tube into Winnie – an act Kevin knew she didn’t want. Unfortunately, Winnie couldn’t express her wishes due to advanced dementia,...
by Victoria Bowden | Oct 12, 2020 | Estate Planning
In general, a trust is created when property or assets are managed by a person or firm for another person’s benefit. The person or entity who manages the trust is known as the “trustee” and is entrusted with the responsibility of making decisions in the best interest...
by Victoria Bowden | Oct 5, 2020 | Estate Planning
In the United States, turning 65 years of age is a milestone on many levels, but before this birthday, there is a hefty checklist that you need to address to continue aging successfully. Overall the most crucial thing to do before turning 65 is to invest your time...
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