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Protection from Spousal Impoverishment

Congress created safeguards over 30 years ago to protect the savings of married couples who use Medicaid. These protections prevent husbands and...

Redetermination of Medicaid Benefits

In Medicaid redetermination, a beneficiary’s eligibility for continued coverage is reviewed by the Medicaid agency. Typically, this process occurs annually. However, during...

How to Use 529 Plans for Education in Your Estate Plan

Families are seeking ways to save for college because the cost of higher education is rising each year. One option is a...

Accumulation and Transfer of Wealth

In order to build lasting wealth over multiple generations, careful planning and patience are required. Without specific plans to create and transfer...

The Estate Planning Process for Young Parents

It is unlikely that most parents think of dying or becoming seriously ill or injured when they are young, but it is...

Post-Pandemic Estate Planning

During the COVID-19 pandemic, our lives were transformed in unprecedented ways. From remote working and online schooling to virtual doctor consultations and...

Your Loved Ones Will Appreciate a Proper End-of-Life Plan

The topic of death is uncomfortable for most of us and we avoid it as much as possible. Since we don’t want...

Getting to Know Medicaid

Millions of Americans receive comprehensive health coverage and financial assistance through Medicaid, a federal and state public health insurance program. The program...

How to Navigate the Probate Process

As defined by the American Bar Association (ABA), probate is the legal process by which a will is granted formal recognition, and...