Category: Estate Planning

Medicaid Planning: Planning for Long-Term Costs

As you or your loved one gets older, taking care of payments for healthcare can get expensive especially when there are bills for so many different things. When you are going through this whether directly, or indirectly, you want to be sure someone is there for you along the way. I willadvocate on your behalf to ensure that your money is being used correctly. Iknow the ins and outs of Medicaid,and I can set up a plan. I often work with individuals and theirfamilies to plan out the best way to use their money.

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Why Do You Need a Power of Attorney?

I often work with families who need to determine the power of attorney (POA) for themselves or a loved one. I have found that most of the time they are unsure of what a POA does, or how to choose the right person for this responsibility. It is important to sit down with a trusted elder law representative, so you are comfortable with this document, and all your questions are answered.

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Three Common Estate Planning Mistakes

When it comes to Estate Planning, I work with many different types of individuals and families at different stages of their life and needs. Too often however, clients come to me after a painful road of mistakes. This blog is an attempt to help those out there who are unfamiliar or uncertain about estate planning avoid making three very easy to make mistakes when it comes to planning out their legacy, from being unaware of the need for it to being fearful of what it curtails.

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Comprehensive Lawyering: What is It and Why It’s Important

It’s a common misconception that estate planning only involves death-time planning — figuring out what and how to address an individual’s assets after they have passed. In reality, estate planning should also include discussions around life-time planning: how to protect your assets while you’re alive so that they last until you pass on, exploring long-term care options, designating a power of attorney and health care agent, and much more. This is called comprehensive lawyering, and it’s what I offer my clients.

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