The Elder Care Journey: How to Protect Your Assets Each Step of the Way
STAGE 1: THE HEALTHY SENIOR At this stage you are likely using Medicare or private health insurance to pay for the treatment of any...
Dear Trustee: “This is what I prefer…”
Although often misunderstood, trusts are commonly used to plan an estate. With the estate tax exemption nearly $12 million, the primary...
Veteran's Pension 2021
As we have discussed in previous newsletters, one of the best kept secrets of the Department of Veterans Affairs is the veteran’s pension...
How Will You Afford a Long Life?
Living into your eighties is no longer uncommon. With the doubling of life expectancy since the Industrial Revolution, we have achieved...
Protecting Your On-Line Accounts
It wasn't that long ago that the on-line world was something used primarily by the younger generation. Now it touches nearly every aspect...
Estate Planning for Personal Possessions
I am frequently asked about how to handle all the personal possessions a loved one has accumulated over the years. It is not uncommon to...
Medicaid Figures for 2021
Every January, the Michigan Department of Health and Human Services (MDHHS) releases updated figures for Medicaid qualification....
Reasons to Make a Last Will and Testament
Individuals work a lifetime accumulating assets, personal property and mementos. It only takes a small investment of time to make sure...
The Consumer's Guide to Medicaid Planning - Part 3
This week is part three of my Consumer's Guide to Medicaid Planning. Lets look at some case studies for qualifying for Medicaid: Division...
Consumer's Guide to Medicaid Planning
Last week I shared part one of my Consumer's Guide to Medicaid Planning. This week I would like to focus on part two of the guide which...
