Planning

Medicaid Standards as of April 2017

Medicaid is a government program. It undergoes annual reviews, which often result in adjustments to the standards that determine eligibility. Financial eligibility for Medicaid involves...

Why Everyone Should Have A Will

  Many people believe that they need to be rich to need a Will or to need Estate Planning documents. This is not true. Estate...

What is Estate Recovery?

Estate recovery is the process through which the State to recovers the costs of medical services it has paid  from the estate of the person...

Free Seminar – Learn Why Asset Protection Planning Is For Everyone

Did you know that asset protection planning is for everyone, not just seniors or people who consider themselves “wealthy”? We invite you to join us...

Living With Assistance: Home Care and Home Support Services

When a person needs Long-Term Care there are a number of options for where that care can be delivered. Nursing homes, assisted living facilities, and...

Specialty Services for Memory Care

Roughly 70% of adults over the age of 65 will need Long-Term Care at some point in their lives, according to the U.S. Department of...

Appropriate Medicaid ‘Spend Down’ Items

To be eligible for Medicaid Long-Term Care benefits, you must meet the financial eligibility standards. One aspect of the financial eligibility standard is meeting resource...

Who Will Manage My Finances If I Cannot Do It Myself?

It is scary to think about not being able to manage your own finances. Having your money well managed and available to you when you...

Making Your Health Care Wishes Known Through Your Health Care Directive

We encourage everyone to execute a Health Care Directive, not just those who are ill or undergoing surgery. A Health Care Directive (also called an...

Veterans’ Benefits for Seniors

As Veterans age, the Department of Veterans Affairs (VA) provide benefits that help mitigate issues related to aging and health care needs. Two VA programs...