Asset Protection & Medicaid Planning Experts!

Robin Williams: A Life Well-Lived and an Estate Well-Planned

Q. I read your special report on “Estate Planning Mistakes of Celebrities,” demonstrating why probate is such a nightmare and lessons that can be learned from the costly mistakes of celebrities.  I appreciate all the advice on … [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...]

Challenges Faced by the Aging LGBT Community

The Administration on Aging estimates that there are between 1.75 million and 4 million Americans over the age of 60 who are LGBT. Although many LGBT seniors are satisfied with their lives, there are still many who remain closeted … [Read more...]