The Centers for Medicare & Medicaid Services (CMS) has released the 2023 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep, as well as related Medicaid figures.
There are various benefits to creating a testamentary trust. This article discusses the benefits of adding a testamentary trust to your estate plan.
If you are considering engaging in estate planning or you may be inheriting assets, it is important to understand what the step-up in basis is and how it may affect you.
Fortunately, receiving a diagnosis of dementia or Alzheimer’s does not mean that you cannot execute legal documents or make decisions about plans for your future finances and health care.
A MAPT is one option a person may use to protect their assets from Medicaid and nursing homes or long-term care. Consider some pros and cons of MAPTs to see if this long-term care strategy is right for you.
Although original Medicare does not offer food benefits, some Medicare Advantage plans provide a grocery allowance or cover meal delivery.
Coverage of housekeeping services can depend on several factors.
We are proud to share the news that our firm has been recognized in Tier 1 by Best Law Firms — in conjunction with U.S. News & World Report — in the practice area of Closely Held Companies and Family Business Law. The U.S. News – Best Lawyers® “Best Law Firms” rankings are based on…
Accumulated frequent flier miles can be valuable assets, but what happens to those miles after somene dies? Can a spouse or other heirs inherit them, or do the miles simply evaporate like a contrail?
A recent survey finds that 55 percent of adult children say they are not financially prepared to help their Baby Boomer parents cope with rising inflation and living expenses.