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In order to receive federal assistance through the Medicaid program for nursing home care, assisted living, in-home care, or adult foster care, an individual must meet the income and asset threshold requirements. Due to these rules, many candidates have to give away their money and resources to qualify. Medicaid administering…

According to the 2021 Wills and Estate Planning Study of 2,400 Americans by Caring.com with YouGov, the percentage of Americans aged fifty-five and older who have created a will has decreased from sixty percent to forty-four percent since 2019. As surprising as this decrease is the fact that younger adults…

It is fairly typical for young adults, even those with professional careers aged thirty or more, to believe they are too young to concern themselves with estate planning. Young adults in their twenties and thirties often think they don’t own enough to constitute an estate. However, an estate is the…

You spend the first half of your adult life trying to achieve financial security and the second half of your life trying to maintain it. This adage is why many people spend substantial time and effort, maximizing their legacy goals in their estate plan, ensuring their wishes come to pass.…

The largest single minority in the United States consists of 58 million individuals five years of age or older that are identified as special needs. The majority of federal and state benefits available to help persons with disabilities are needs based, meaning income and assets are strictly limited and can…

When a person passes away with real property in multiple states, an ancillary proceeding may be necessary. The primary probate proceeding (if the person passed away with a Last Will & Testament) or primary administration proceeding (if the person passed away without a Last Will & Testament) is commenced in…