Asset Protection & Medicaid Planning Experts!

What Happens When Caregivers Are Too Sick To Perform Their Duties?

Q. I am a caregiver for my husband, Ed, who has had Parkinson’s disease for fifteen years. While fully coherent, his physical capabilities have been greatly reduced. Confined mainly to a wheelchair, he requires my help to dress, … [Read more...]

A Different Type of Funeral

Q.I am the kind of person who likes to plan ahead for everything. I started planning my wedding before I was even engaged, and named my children long before I was pregnant. Now that I am getting older, I am beginning to think … [Read more...]

Same-Sex Marriage: Planning for the Future

(picture from Huffington Post) Q. My mother has been in a same-sex relationship with a wonderful woman for ten years. She is thrilled about last week's decision that she could get married to her partner, if they choose to do … [Read more...]

Tom Brokaw Doesn’t Know Where His Living Will Is. Do You Know Where Yours Is?

Tom Brokaw and his daughter Jennifer appeared at the TEDx Stanford conference, speaking on the subject of end-of-life health care options. Brokaw began the dialogue, framed as a conversation between father and daughter, by asking … [Read more...]

Help! My Bank Won’t Recognize Co-Trustees

Q. My mother named me and my brother as co-trustees of her Revocable Living Trust. She passed away earlier this year in her home town of Abingdon, VA (near the Tennessee border), where my brother still resides. Since then, when it … [Read more...]

Critter Corner: What are a Trustee’s Responsibilities?

Dear Angel, My mother, Alice, asked me to be the successor trustee for her Revocable Living Trust. Before I accept the responsibility, I want to know more about what it entails. Do you know about the duties of a trustee and can … [Read more...]

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...]

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