Why We Do What We Do

Frequently asked questions

I have two purposes for making these posts and for offering free presentations about estate planning. First, I hope to educate. Estate planning and elder law can have complex strategies and concepts, but we can cut through much of the mystery if I can help people...

What is Long Term Care?

Long Term Care Planning, Medicaid Planning

In my presentations, I stress the importance of preparing for “long term care” needs.  Long term care is not about hospitalization. In fact, it is not really even about medical care.  It is about the inability to provide for one’s basic personal needs, often called...

Is it Medicare or Medicaid?

Medicaid Planning

*Note: We so appreciate the overwhelming response to our free, no obligation presentations. We have several presentations scheduled, many full with waiting lists. We are looking for ways we can accommodate more of you and still provide the comfortable setting we feel...

Qualifying for Medicaid Assistance – Part 1 – Do Your Medical Needs Qualify You for Long Term Care Medicaid Assistance?

Medicaid Planning

Last column, I addressed how Medicaid may be a critically important resource to help with the challenges of long-term care needs. Our office is very fortunate to be joined by attorney Boyd Peterson, someone I consider to be one of the foremost authorities in the State...

Qualifying for Medicaid Assistance – Part 3 – What About My House?

Medicaid Planning

To receive Medicaid assistance for long term care, a senior must show financial need.  In some cases, significant financial decisions must be made to qualify for Medicaid. Unfortunately, due to misinformation or misunderstanding, some make decisions thinking their...