Asset Protection & Medicaid Planning Experts!

PBS Releases “Caring for Mom and Dad” Documentary

Graphic from pbs.org. Chris Olson was recently diagnosed with Alzheimer's, and her husband, Brent, has prostate cancer.  They lived alone, 300 miles away from their nearest daughter, and needed assistance. Their daughter, … [Read more...]

Ask the Expert: I Am Young and in Good Health. Why Plan Now When I Can Probably Wait?

Q. I am in my 40's and run marathons. I am in better health now than I have been in my entire life. My family eats only organic foods, and we are hardly ever sick. My grandparents are still alive, and they are in their 90's, and … [Read more...]

Landmark Supreme Court Marriage Case May Affect Planning Choices

Image from USNews.com Gay marriage is currently legal in 36 states, mostly because of the decision in the 2013 case of Windsor v. United States, in which the U.S. Supreme Court invalidated the federal Defense of Marriage Act. Two … [Read more...]

Ask the Expert: I’m an Executor. . . Now What?

Q. My mother recently asked me to be the executor for her estate when she passes away. My sister and brother were hurt at first about it, feeling that she didn't trust them or she thinks I am more capable. Then, upon reading about … [Read more...]

Critter Corner: Do I need to file taxes for a deceased relative?

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Dear Commander Bun Bun,My mother passed away in 2014, and I am the executor for her estate. I typically wait until the last minute to file my taxes. Even though she is no longer with us, do I need to file taxes for her, as … [Read more...]

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...]

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...]

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...]

Critter Corner: Can You Claim a Pet as a Dependent?

Dear Baxter,My dog, Rover, is like a child to me.  He is cute, loveable, and playful, and like a human child, relies on me for support. Vet bills, food, cleanup, and repairs caused by damage, have cost a lot of money this past … [Read more...]

Help Someone Else and You Might Go to Jail

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Ray is a loving father and a good friend who enjoys helping others. He helped his son build a deck, assisted his friend in finding a home, and even does his daughter's taxes on Turbo Tax each year. However, when it comes to estate … [Read more...]

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