Asset Protection & Medicaid Planning Experts!

Long-Term Care Insurance- The Good, the Bad, and the Ugly

ltcmonth

November is Long-Term Care Awareness Month, a continuing effort to raise public awareness about long-term care insurance and planning. Statistics show that more than 70% of people age 65 or older will need long-term care sometime … [Read more...]

Gifting and the 2015 Gift and Estate Tax Exclusion Numbers

grandmagiftgiving

Q. I recently got married and my husband and I found the perfect starter home in Fairfax County. The owners accepted our offer and my mother generously offered to give us $20,000 to help with the down payment. She also has a … [Read more...]

Halloween Can Be Scary for those with Dementia

Q. My mother-in-law has dementia and lives at home with a caregiver to assist her with activities of daily living. Before she was diagnosed, she loved Halloween, especially all the decorations, seeing the grandchildren dressed up … [Read more...]

Caregiving Across the Miles

Q. I live in Northern Virginia, 700 miles away from my parents, who are in Florida. My father has Parkinson’s and insists on staying in our family home. His mobility has diminished, and I worry about him falling nearly every day. … [Read more...]

Filial Responsibility: Elderly Couple May Be Responsible For Son’s Medical Bills

Filial responsibility laws obligate adult children to pay for their indigent parents’ food, clothing, shelter and medical needs. When the children fail to do so, nursing homes, hospitals, and other creditors can file lawsuits … [Read more...]

Special Programs for Special Needs

  Earlier this year, the Center for Disease Control (CDC) announced an alarming statistic regarding the prevalence of autism spectrum disorder (ASD), stating that is now affects 1 in 68 children (a 30% increase from 1 … [Read more...]

New PBS Documentary — “The Genius of Marian” — Explores How Alzheimer’s Runs in Families

Pam White and her son, Banker, by Marian Williams Steele. Many people fear that Alzheimer's disease in the family may be passed on to children and grandchildren. According to the Alzheimer’s Association, research has shown that … [Read more...]

Sandwich Generation: How to Survive Financially

Q. My husband and I are in our mid 40s and caught between raising our 10 and 14 year old children, working full-time, and caring for my father, who has Parkinson’s. We are particularly concerned about saving for college for our … [Read more...]

“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...]

Living Trust Plus™ Asset Protection Trust Video Series

The Living Trust Plus™ is a unique solution to a large problem. Evan developed this trust as a means of protecting assets while the creator is still living.  Including the most expensive creditors in existence: nursing homes.  Any … [Read more...]