Asset Protection & Medicaid Planning Experts!

“Hide” is a Four-Letter Word

Q. I read in USA Today about an 83-year-old man who hid $1.1 million in offshore accounts to avoid paying taxes. I have also read about others who attempt to hide their assets to qualify for Medicaid, as a way to pay for long-term … [Read more...]

Don’t Wait to Make Critical Decisions

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Anyone who knew Hal five years ago, when he was 66, would describe him as sharp, clever, and quick-witted. He had a knack for trivia and always answered more questions on Jeopardy than anyone else in the room. He always handled … [Read more...]

Can Being Cynical Cause Dementia?

Q. I am in my mid 60’s and I admit that I am generally quite negative-thinking and cynical. I have constant nagging back pain even though the doctors say there’s nothing wrong with my back.  My grandchildren live 1,000 miles away … [Read more...]

Nine Things NOT to Say to a Parent of a Special Needs Child

Q. Recently, my friend Anna called and informed me that her 6-year-old son, Jeremy, was diagnosed with an autism spectrum disorder (ASD). She told me about some of his symptoms, including temper tantrums, outbursts, and the … [Read more...]

Better Care Coordination Will Save Tax Payers Billions

After experiencing discomfort, 75-year-old Stan visited his doctor and was ultimately rushed to the hospital and into surgery to remove a blockage from his large intestine. After a short time, he was transferred to a nearby … [Read more...]

Intergenerational Care and the Magic of Girl Scout Cookies

Q. Five years ago my friend Jennifer, who is 91, met ten-year-old Emma when Emma was selling Girl Scout Cookies door-to-door. Emma never knew her own grandparents, and Jennifer’s family lives 1,000 miles away. They had the most … [Read more...]

Honoring Our Veterans: An Underused Benefit

Memorial Day is a U.S. federal holiday where we take time to remember the men and women who died while serving in the United States military. The holiday, which is celebrated every year on the final Monday of May, was formerly … [Read more...]

The Five Biggest Estate Planning Mistakes

Q. I recently retired after 35 years as a federal employee. I funded my retirement plan, paid off my home, and amassed enough savings to cover future expenses and hopefully leave a financial legacy to my loved ones. When it comes … [Read more...]

Casey Kasem’s Daughter Was Granted Conservatorship, But Where is Casey?

When we think of legal guardianship or conservatorship, several scenarios typically come to mind: an elderly parent with dementia; an adult who has been severely injured and can no longer take care of himself; and, … [Read more...]

Yellow Dot on Car Can Save Your Life

Q. My wife, Joanne, was recently in a car accident. Luckily, it wasn't serious. What would happen if one of us were in a serious car accident? How would the emergency personnel know that she is diabetic and that I have Parkinson's … [Read more...]