Recently a client asked us:    “If my house is in a trust and I sell it to buy a new one, does the five-year clock restart?”    That is an excellent question, and one that some of you may be wondering as well. So, we thought we’d share the answer here.     First, for […]

When you choose an estate planning attorney, you’re not just selecting someone for a one-time engagement. Ideally, you’re selecting someone you can rely on for years to come. That’s why we compiled this list of questions to help you select the right partner for your estate planning. Here’s what we recommend you ask and why:   […]

What is an estate plan? How often should it be updated? What are the essentials for an estate plan? How do you protect assets from a nursing home stay?   Watch Anna break it all down on the Expedition Retirement Show℠.   https://vimeo.com/703321540   We know protecting against long-term care costs can be complicated, and […]

The Medicaid Spend Down Rule Explained    Choosing a nursing home is stressful, and figuring out how to pay for it isn’t any easier. That’s what makes the confusion about what Medicaid and Medicare cover all the more difficult. There is a way to get assistance with your long-term care costs, but you must first […]

Receiving an unexpected prognosis happens differently for everyone, but the earth-shattering effects are heartbreaking no matter what. In our practice, we’ve helped many families through these difficult situations. We know that in the wake of receiving the news, it can be hard just to put one foot in front of the other. That’s why we […]

Spring is here and when it comes to a deep clean, ‘tis the season to leave no stone unturned. Every dust bunny and bit of unnecessary clutter is quaking in its boots. But before you toss that dust cloth in the wash, you might want to give your estate planning binder a quick once over, […]

If you follow our blog, you understand why you need an estate plan and how it can provide peace of mind for your loved ones when you’re gone. But what about your own peace of mind? How can you be sure your assets are protected against threats to your estate while you’re alive? That’s where […]

As estate planning and elder care law attorneys, we’ve dealt with a lot of situations—from common ones many of us will experience to more unusual ones. They all have common threads, specifically, key takeaways that could help other clients avoid sticky situations down the line. Here’s how to avoid 10 of the most common estate planning mistakes:  […]

The adage, “where there’s a will, there’s a way” holds true for many things. But when we’re talking about a will in the sense of a legal document, it has its limitations. So how do you know if a will is sufficient for your estate planning needs? Ask yourself these questions:    1. Do you need to designate who would […]