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What is the Medicaid Look back?

What is the Medicaid Look-back?

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You worked and saved all of your life. You followed your parents’ advice and are in a better financial position at your age than they were when they were your age. Simply put, you are finally comfortable. You now watch as loved ones or their families begin to suffer illnesses leading to the often difficult …

Naming a Trustee

Naming a Trustee

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You’ve done the work. You feel good that your estate plan is in order or that you’ve contacted an attorney to begin the process of getting your estate planning documents in place. You’ve decided you need a Trust, but, who do you name as trustee?

If your trust is revocable (meaning you can modify or revoke …

What rights do I have as a trust beneficiary?

What rights do I have as a trust beneficiary?

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This is a common question. Unfortunately, the answer is, “it depends.” The rights of a beneficiary depend on the type of trust and the type of beneficiary.

 

Trusts are made up of legal documents wherein an individual (“grantor” or “settlor”) places assets to be held by someone in a position of trust (“trustee”) for a period …

A Himmerlick

Amy Himmelrick is our Featured Attorney of the Month!

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I was born and raised in Wayne, WV.  I went to Marshall University where I earned a double major in criminal justice and psychology.  My husband and I both came here for law school.  I went to Capital and he went to Ohio State.  We have a black lab named Buddy who rules …

VA Aid and Attendance

VA Aid and Attendance

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Are you a veteran who is 65 or older or are you the surviving spouse of a veteran and have not remarried?  If so, are you no longer able to perform normal tasks such as eating on your own, dressing or bathing?  Are you suffering from Alzheimer’s or Dementia and no longer able to care …

Don’t Leave a Mess: How to Avoid Disputes When You Aren’t There to Settle Them

Don’t Leave a Mess: How to Avoid Disputes When You Aren’t There to Settle Them

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Whether you die a prince or a pauper, disputes can arise among those left behind.  Conflicts between your children from a prior marriage and your current spouse; arguments among your kids; disputes between your executor and your beneficiaries – all of these can happen and often do.

In the event you die with no estate plan, …

Last Will and Testament and a Court Gavel

What is probate?

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Probate is the process of overseeing the administration of a decedent’s estate. Learn more about this process and when it’s necessary in this article.

Congratulations Maureen!

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AlerStallings is proud to announce that the National Business Institute selected Attorney Maureen Duffy as a featured presenter at the upcoming Fundamentals of Trust Administration seminar to be held on June 5, 2012.  Ms. Duffy will educate attorneys and other professionals on the “Non-Monetary Aspects of Trust Administration.”  More specifically, she will discuss the inventory …