Asset Protection & Medicaid Planning Experts!

Caution: Our Top 10 SCARIEST Articles

With Halloween upon us, it is time to present you, our dear readers, with this year's scariest & creepiest stories. From the nightmare of probate to court cases involving filial responsibility, we uncovered some scary … [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...]

Common Misconceptions about Revocable Trusts

Recently, CNBC posted an article on their Website about the benefits of trusts, entitled “Heir Tight: The Do’s and Don'ts of Creating Rock-Solid Trusts.” The article provides some very good information about why most people should … [Read more...]

Obamacare Warfare: Why is the Public Positively Puzzled on Health Reform?

Struggling to make sense of the status of health care reform in America? Don’t worry; neither can Congress, the White House, nor the Courts say with certainty whether The Patient Protection and Affordable Care Act (the Act) will … [Read more...]

Reverse Mortgage Rules Changing Again

I've written several times over the years on the topic of Reverse Mortgages.  My first article explained the concept and requirements of a Reverse Mortgage and how seniors can use a reverse mortgage.  My second article, entitled … [Read more...]

Huge Problem with Reverse Mortgage Industry

I Used to Like Reverse Mortgages. I have, in the past, praised the use of Reverse Mortgages as a way for seniors to pay for Home Care so they don't need to leave their home and move into a long-term care facility.  See, for … [Read more...]

Upcoming Seminars for Lawyers and Clients

  I'm conducting two seminars this week on the topic of Income Only Trusts. The first one is a teleseminar for attorneys around the country who are members of the professional group ElderLawAnswers.  Entitled Using Income Only … [Read more...]

Using a Reverse Mortgage to Pay for Home Care

Many of my clients ask me how I feel about reverse mortgages, and even more so this past week because of a favorable story that appeared in last week's Washington Post entitled "Reverse Mortgages are Not the Next Subprime."  This … [Read more...]

Major Change in Estate Tax and Capital Gains Tax for 2010

Because of a Congressional failure to act before the end of 2009, there's good news and bad news to report on the Estate Planning and Elder Law front.  The good news is there's no Estate Tax if you die this year.  The bad news is … [Read more...]

Who Was Supposed To Be Watching Grandma?

There is a popular tune played this time of year called “Grandma Got Run Over by A Reindeer” which relates that Grandma -- after drinking too much eggnog -- went out into the winter cold to get her medication and was run over by a … [Read more...]