-
Recent Posts
Archives
- April 2021
- March 2021
- February 2021
- January 2021
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- February 2020
- November 2019
- October 2019
- July 2019
- April 2019
- November 2018
- November 2017
- July 2017
- May 2017
- January 2017
- December 2016
- August 2016
- April 2016
- January 2016
- November 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- February 2015
- January 2015
- October 2014
- July 2014
- May 2014
- February 2014
- December 2013
Categories
Tag Archives: asset protection
OPTIONS FOR SENIOR LIVING
GETTING OLDER…………. WHAT ARE YOUR HOUSING OPTIONS? -Age in Place: Make sure your home is safe and fully accessible. Should you have a pendant or watch that indicates a fall or other emergency? Door bell monitor? Understand and vet all … Continue reading
Deducting the costs of home modifications for Senior-Proofing a home.
Article Highlights Improvements for Medical Care or Treatment Improvements That Increase the Home’s Value Improvements That Do Not Increase the Home’s Value Medical AGI Limitations While Americans may argue about any number of hot-button political topics, there’s no disagreement on … Continue reading
Adding someone to the DEED of your home
If you are thinking of adding someone to your deed, you may find some unforeseen consequences! Once you’ve added someone, you cannot undo the deed unless the person you added consents. Once on the deed, a person can take out … Continue reading
Posted in Deeds and Estate Planning
Tagged asset protection, beneficiary designations, Trust Planning, trusts, wills
Leave a comment
MEDICARE: What it DOES NOT cover
Many families we meet have the idea that MEDICARE will cover most of their LONG TERM CARE costs, like Assisted Living or Skilled Nursing as well as many of the medical costs associated with aging. Some of the costs NOT … Continue reading
Posted in Uncategorized
Tagged asset protection, Elder Law, free consultation, Medicaid Planning, POA, Trust Planning
Leave a comment
Sharing your family history – where to start
Part II – Sharing Family History: Where to Start Every Story Media Guest Blog in three parts (this is #2 of 3) In this three-part series, Lyn Jackson of Every Story Media looks at why it’s important to capture … Continue reading
Posted in Uncategorized
Tagged asset protection, Estate Planning, Every Story Media, Lyn Jackson
Leave a comment
Long Term Care…….. are you part of the 70%
In the 2000, almost 10 million people needed some form of long-term care in the United States. Of this population, 3.6 million (37%) were under age 65 and 6 million (63%) were over age 65 (Roger & Komisar, 2003). Almost … Continue reading
Posted in Uncategorized
Tagged asset protection, Estate Planning, Medicaid Planning, trusts, VA Planning
Leave a comment
Cost of Skilled Nursing and What to do?
Why even discuss skilled nursing? There are some statistics that everyone needs to know. 1. At least 70% of people 65 years old and older will need some type of long term care in their lives. Many will require Long Term Skilled Nursing … Continue reading
Posted in Uncategorized
Tagged asset protection, Estate Planning, free consultation, Medicaid Planning, trusts
Leave a comment
TRUST ADMINISTRATION CHECKLIST
You are the Trustee? Many Trusts are set up in a way that the Trustee can “Administer” the trust without additional professional assistance. In those cases, here is a sample “checklist” of those tasks that need to be completed: Obtain … Continue reading
An “Estate Plan”………. I don’t need one!
So many people ask themselves – “do I really need an estate plan?” The easiest way to answer this question is with several more questions: If I die without a will, what happens to my home, my money and how … Continue reading
Posted in Uncategorized
Tagged asset protection, Elder Law, Estate Planning, Kevin Huston, Rick Messemer, trusts, wills
Leave a comment
