Estate Planning Blog

Mar 3, Retirement and Estate Planning

Wed, 03 Mar 2010 10:55:40 GMT

Retirement and Estate Planning are really at the heart of this website. Here's what I mean.

Mar 1, Choosing an Estate Planning Attorney

Mon, 01 Mar 2010 18:04:44 GMT

Choosing an estate planning attorney? Here's a great place to start!

Feb 28, Estate Planning Hub

Sun, 28 Feb 2010 07:27:10 GMT

Estate Planning Hub is the place to come for honest talk about estate planning and how to achieve financial independence.

Feb 24, Durable Power of Attorney Medicaid Considerations

Wed, 24 Feb 2010 08:26:40 GMT

Your durable power of attorney could end up negatively affecting your ability to qualify for medicaid. Here are the issues to consider.

Feb 24, Elderly Marriage Issues

Wed, 24 Feb 2010 08:22:54 GMT

Getting married when you are 75 or 80 sounds wonderful. But, there are serious issues regarding medicaid qualification to consider.

Feb 24, Tips for Discussing Wills and Powers of Attorney With Your Parents

Wed, 24 Feb 2010 08:17:36 GMT

Talking about wills and powers of attorney with your parents is tough. Here are some ideas for how to do it.

Feb 24, What Happens to My Home If I Go On Medicaid?

Wed, 24 Feb 2010 07:54:58 GMT

If you own an home and plan to go on medicaid, there are several things to consider.

Feb 24, Nursing Home Costs and Payment Options

Wed, 24 Feb 2010 07:48:46 GMT

Nursing home costs continue to go up and up. What are your options to pay for it?

Feb 24, Do Medicaid Plans Work?

Wed, 24 Feb 2010 07:43:02 GMT

"Medicaid plans" are often promoted as magic documents that will allow you to qualify for medicaid without giving up control of your assets. Often these "plans" don't work.

Feb 24, Will Medicaid Exempt My Home If I Leave It?

Wed, 24 Feb 2010 07:11:42 GMT

Be careful what you do with your home before going into the nursing home. It could effect whether you qualify for medicaid or not.

Feb 24, Can Spouse Receiving Medicaid Pay Income to Community Spouse

Wed, 24 Feb 2010 07:06:29 GMT

Can a spouse in a nursing home, on medicaid, pay income to the community spouse still at home?

Feb 24, Don't Be Too Cheap!

Wed, 24 Feb 2010 07:01:39 GMT

Frugality is good; being cheap is not. When it comes to paying for estate planning and elder law advice, don't be cheap.

Feb 24, Limitations on Medicaid Estate Recovery

Wed, 24 Feb 2010 06:51:47 GMT

There are certain limitations to whether, how and when states can recover certain assets from the estate of a medicaid recepient. Here's a quick overview.

Feb 24, Medicaid Estate Recovery Planning

Wed, 24 Feb 2010 06:37:03 GMT

We know that payments medicaid makes for us can be recovered in some cases from our estate after we die. What planning can we do to limit potential loss to our estate?

Feb 24, Medicaid Estate Recovery Rules

Wed, 24 Feb 2010 06:32:26 GMT

More and more, after the death of the recipient, State governments try to recover medicaid payments they made. Sometimes they can; sometimes they can't. This article explains the medicaid recovery.

Feb 24, How Does Life Insurance Policy Ownership Affect Medicaid Eligibility?

Wed, 24 Feb 2010 06:19:43 GMT

How Does Life Insurance Policy Ownership Affect Medicaid Eligibility?

Feb 24, Medicaid Rules and Reverse Mortgages

Wed, 24 Feb 2010 06:12:44 GMT

Yes, reverse mortgages can bring you quick cash. But, what effect could it have on medicaid qualification?

Feb 24, Do It Yourself Medicaid Planning

Wed, 24 Feb 2010 06:05:59 GMT

A family member may need long-term care in the near future. Do you need professional advice?

Feb 24, Medicaid and Spousal Will Election

Wed, 24 Feb 2010 05:45:51 GMT

Do I have to elect against the will of my spouse if I'm on medicaid?

Feb 24, How To Protect My Home and Still Qualify for Medicaid?

Wed, 24 Feb 2010 05:37:54 GMT

What is the best way to keep my home and still qualify for medicaid?

Feb 24, How does a Medicaid Annuity Work?

Wed, 24 Feb 2010 05:30:03 GMT

Here's an example of how a medicaid annuity could work in a particular case.

Feb 24, What is a Medicaid Annuity?

Wed, 24 Feb 2010 05:24:51 GMT

A medicaid annuity is one way to preserve assets and still qualify for medicaid. What is a medicaid annuity?

Feb 24, What is a Common Law Marriage?

Wed, 24 Feb 2010 05:19:29 GMT

What are the problems with a common law marriage?

Feb 23, Special Needs Trust Issues

Tue, 23 Feb 2010 11:01:24 GMT

What is the best way to provide financial assistance to a disabled relative without disqualifying them from social security or medicaid?

Feb 23, Second Marriage Will Issues

Tue, 23 Feb 2010 10:56:19 GMT

A second marriage can bring up a number of complex issues regarding children of the first marriage. How do you ensure your children receive your assets after you die?

Feb 23, Capacity To Sign a Will, Trust or Power of Attorney

Tue, 23 Feb 2010 10:51:37 GMT

When does someone lose the legal capacity to sign a will, trust or power of attorney?

Feb 23, Do I Need a Will?

Tue, 23 Feb 2010 10:46:01 GMT

Everyone does not need a will. But, most people do. This article explains why.

Feb 23, Choosing A Nursing Home

Tue, 23 Feb 2010 10:38:50 GMT

Choosing a nursing home can be a difficult thing to do. Here's some guidelines:

Feb 23, Elder Care Lawyer Fees

Tue, 23 Feb 2010 10:32:02 GMT

How much does it cost to hire an elder care lawyer? Is it worth it?

Feb 23, Can I Give My House to My Child and Qualify for Medicaid?

Tue, 23 Feb 2010 10:14:09 GMT

What happens if I give my house to my child and then apply for medicaid? Will I qualify?

Feb 23, Should I Take Out a Loan Against My House to Pay For A Nursing Home?

Tue, 23 Feb 2010 10:08:57 GMT

Is it a good idea to use a home equity loan to pay for a nursing home?

Feb 23, Living Trust and Medicaid

Tue, 23 Feb 2010 10:02:37 GMT

Living trusts can do lots of things. But, what effect do they have on medicaid qualification? Be careful...

Feb 23, What is Elder Law?

Tue, 23 Feb 2010 09:58:08 GMT

Elder law is becoming an increasingly important legal specialization. Certainly, if you need to find out whether and how to qualify for medicaid, you will want to talk to an elder lawyer.

Feb 23, How To Qualify For Medicaid If My House Is Worth More Than $500,000

Tue, 23 Feb 2010 09:53:34 GMT

What to do to qualify for medicaid if my house is worth more than $500,000.

Feb 23, Selling the House and Medicaid Qualification

Tue, 23 Feb 2010 09:45:59 GMT

Mom needs to go to a nursing home. Should we sell her house? What happens to her medicaid if we do?

Feb 23, How Can an Irrevocable Trust Be Used in Medicaid Planning?

Tue, 23 Feb 2010 09:20:55 GMT

How can an irrevocable trust be used to keep assets in the family while you still qualify for medicaid to pay for a nursing home.

Feb 23, New Medicaid Annuity Rule Explained

Tue, 23 Feb 2010 09:17:44 GMT

If you were considering a medicaid annuity, you should know that the rules changed recently. Here's an explanation of the changes.

Feb 23, Effect of Life Insurance Proceeds On Medicaid Eligibility

Tue, 23 Feb 2010 09:03:24 GMT

Does a life insurance payment disqualify you from medicaid?

Feb 23, Planning For Medicaid Coverage

Tue, 23 Feb 2010 08:58:44 GMT

One out of three people will need to stay in a nursing home at some point. So, how and when should we plan for that?

Feb 23, Medicaid and Community Spouse Assets

Tue, 23 Feb 2010 08:52:20 GMT

What are the medicaid rules for how many assets a community spouse can retain and their nursing home resident spouse still qualify for medicare?

Feb 23, Does the $13,000 Gift Tax Exemption apply to Medicaid?

Tue, 23 Feb 2010 07:37:07 GMT

Is there a medicaid gift tax exemption? Here's your answer.

Feb 23, Medicaid Planning: Life Estate in House

Tue, 23 Feb 2010 07:30:03 GMT

Is a life estate in your house a smart medicaid planning move?

Feb 23, Medicaid Questions

Tue, 23 Feb 2010 07:06:08 GMT

Get your medicaid questions asked and answered here.

Feb 8, Estate Tax

Mon, 08 Feb 2010 06:54:04 GMT

One of the foremost goals of estate planning is to limit the estate tax or avoid it all together. Here's why.

Feb 8, Estate Planning and Taxes

Mon, 08 Feb 2010 05:35:03 GMT

What exactly do estate planning and taxes have to do with each other? I'll tell you what.

Feb 1, What Is An Inheritor's Trust?

Mon, 01 Feb 2010 07:16:10 GMT

What do you do if you are well off and want to ensure any inheritance from your parents is not added to your estate? To save estate taxes and protect the inherited assets, consider an inheritors trust

Jan 28, What is a Power of Attorney?

Thu, 28 Jan 2010 21:42:31 GMT

Need to know exactly what is a power of attorney? Find out here!

Jan 28, Estate Planning Questions

Thu, 28 Jan 2010 20:58:48 GMT

Get answers to your estate planning questions -- right here.

Jan 6, Free Estate Planning Forms

Wed, 06 Jan 2010 21:50:50 GMT

Free estate planning forms can be found at many places on the web. Here are a few links.

Jan 3, Estate Planning Books

Sun, 03 Jan 2010 04:53:54 GMT

Looking for a great estate planning book, form or CD program? Find it here!