Estate Planning Blog

Planning for Medicaid's snapshot date is essential to protect your financial future and ensure that you retain the maximum assets allowed.

Some states have filial responsibility laws that let creditors turn to adult children for payment of their parents' medical bills.

An elderly woman with dementia lives in squalor, lacking the family or money to get the help she needs. Avoid this by planning for long-term skilled nursing care sooner rather than later.

Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.

Learn how gifts can impact Medicaid eligibility and how to best care for your loved ones.

Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.

For a long time, the Social Security Trustees have been warning that the retirement benefits system is facing some future financial hardships.

The Stretch IRA isn’t what it used to be. However, a Charitable Remainder Trust could be the right way to secure your family's future.

Scammers now use AI to make convincing voice clones and deep-fake videos. Find out about AI elder scams and POA’s potential to protect your finances.

The SECURE Act killed the stretch IRA. However, a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.