Insights

When discussing estate and Medicaid planning, the phrase “life estate” is sometimes mentioned, but what does it mean? A life estate is a form of joint ownership that allows one person... Read More >

Anyone who has considered home health care for an aging loved one will undoubtedly remember how daunting the process can be. From the foreign terminology to the overall structure of an individual... Read More >

As people age, accessing healthy meals can become more challenging. According to Feeding America, one in five older adults was food-insecure in 2020. Some older adults struggle with affording... Read More >

More than 83 million people access Medicaid services, many of whom are elderly or disabled and using Medicaid resources to fund their residence in a long-term care facility. If you or a loved one are... Read More >

Accumulated frequent flyer miles can be valuable assets, but what happens to those miles after someone dies? Can a spouse or other heirs inherit them, or do the miles simply evaporate like a... Read More >

Long-term care insurance helps you prepare for financial costs associated with aging, such as nursing home care, assisted living, or in-home care. Yet long-term care insurance policies vary widely in... Read More >

They cannot require you to be financially responsible for your loved one’s care. Approximately 48 million adults in the U.S. are caring for an adult with health or functional limitations, and... Read More >

Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in a will or estate plan that can have a... Read More >

Many individuals engaging in estate planning opt to create a third-party special needs trust to provide for their loved one living with a disability. However, did you know that these trusts may... Read More >