Elder Law, Elder law estate planning LONG TERM CARE THROUGH LIFE INSURANCE POLICY CONVERSION OF LIFE INSURANCE DURING LIFE OF COVERED INDIVIDUAL As this blog discussed in the past long term planning insurance … March 10, 2016 2 MIN READ
Elder Law, Elder law estate planning, Financial Planning Toolkit to Help Prevent Seniors from Falling SIMPLE GUIDELINES EASY TO UNDERSTAND AND FOLLOW The Center for Disease Control (CDC) released guidelines to help prevent and mitigate … March 8, 2016 2 MIN READ
Elder Law, Elder law estate planning, Financial Planning SPECIAL NEEDS THIRD PARTY AND SELF SETTLED TRUSTS – WHATS WITH ALL THE NAMES? LEGAL DISTINCTIONS THAT MATTER When a person applies for Medicaid eligibility there are many pitfalls that an unsuspecting or unsophisticated … February 17, 2016 3 MIN READ
Asset Protection, Elder Law, Elder law estate planning PLANNING FOR YOUR SPECIAL NEEDS LOVED ONES CREATE A GLOBAL PLAN TO GO INTO EFFECT TODAY If you are a parent stepparent grandparent or caretaker of a … February 15, 2016 2 MIN READ
Elder Law, Elder law estate planning Veterans Administration Pensions – Aid and Attendance Pension The Veterans Administration has a program that allows for a large subset of the veterans population to qualify for certain … January 29, 2016 2 MIN READ
Elder Law, Elder law estate planning FILE AND SUSPEND STRATEGY IS NO MORE – NEED TO REASSESS PLANS For over a decade it was sound and perfectly legal advice for financial advisors and elder law practitioners to advise … January 26, 2016 2 MIN READ
Elder Law, Elder law estate planning MORE ON ELDER ABUSE – FEDERAL GOVERNMENT RESPONSE Throughout the twentieth century the Federal government took various legal steps to positively impact the lives … January 22, 2016 2 MIN READ
Elder Law, Elder law estate planning, Medicaid Trusts BANKRUPTCY AND MEDICARE – A FRAUDULENT TRANSFER IS A FRAUDULENT TRANSFER The Eastern District of Virginia Bankruptcy Court issued an opinion on a case with a unique factual scenario almost three … January 16, 2016 2 MIN READ
Elder Law, Elder law estate planning ABLE ACCOUNT LAW CHANGES BROADENING PROTECTIONS FOR SPECIAL NEEDS PLANNING On December 19 2014 President Obama signed into law a number of tax and financial measures to extend certain tax … January 12, 2016 2 MIN READ
