Asset Protection & Medicaid Planning Experts!

What Happens to Your Online Data After You Are Gone?

Q. Our next door neighbor, Joseph, was shoveling snow when he collapsed and died of sudden cardiac arrest at the age of 53. Grief-stricken and shocked, his wife, Jane, not only had to plan a funeral; she also faced the daunting … [Read more...]

New Case Showing Why Domestic Asset Protection Trusts (DAPTs) Don’t Work!

Dr. Charles Dahl and his wife Kim were married for eighteen years. In 2002, Charles executed a trust entitled "The Dahl Family Irrevocable Trust" that named Charles as Settlor, his brother Robert as Investment Trustee, and Nevada … [Read more...]

How Close Are We to a Cure for Alzheimer’s?

Q. I just found out that my favorite Aunt, Norma, is in the early stages of Alzheimer's. I was heartbroken at first, but am optimistic that with all the research being conducted, we could be close to a cure. Sure enough, this … [Read more...]

Critter Corner: Alzheimer’s Accountability Act Signed Into Law

Dear Ernie and Jannette, I heard that the Alzheimer's Accountability Act was signed into law recently as part of a federal funding bill. Does this mean more money for Alzheimer's research? Thanks! Nida … [Read more...]

Non-Borrowing Spouses Can Still Face Eviction Due to Previous Reverse Mortgage Rules

Amy (59) and her husband, Frank (66), decided to get a reverse mortgage, sometimes known as an HECM (Home Equity Conversion Mortgage), last summer to supplement Fred's Social Security. Amy was left off the reverse mortgage, due to … [Read more...]

Can Stipulations in a Will be Changed 100 Years Later? Maybe — Read About The Sweet Briar College Nightmare

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  Q. I visited my niece, Natalie, last year at the picturesque Sweetbriar College, a liberal-arts women’s institution in rural Virginia. I am a history buff and I remember during a tour of the campus they … [Read more...]

He’s Disabled But Has Full Mental Capacity- Why Can’t He Initiate His Own Trust?

Q1.My friend, Ken, is physically disabled, but has full mental capacity. His parents and grandparents are no longer around. He would like to initiate a Special Needs Trust for himself, since he wants to ensure that he is protected … [Read more...]

Estate Planning for Childless Couples

When many people think of estate planning, they assume that a person’s heirs are his or her children. But what happens when a couple has no children? Do they need to plan too? The answer is yes. At the very least, they should … [Read more...]

Did I Read That Right? Rates for Long-Term Care Insurance Rose 9% This Year!

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Q. My wife and I like to plan ahead. Unfortunately, both of her parents and three of her aunts died of Alzheimer's, and we want to make sure we are prepared should one of us need long-term care in the future. We are aware of the … [Read more...]

Critter Corner: What is Partnership Qualified Long-Term Care Insurance?

Dear Saki and Alley,I heard about Virginia's Partnership Qualified Long-Term Care Insurance. Can you tell me more about it as part of a Medicaid Asset Protection Plan? Thanks! L.T. Cayre ----- Dear L.T., Virginia’s Long-Term Care … [Read more...]

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