VA Benefits for a Widowed Spouse
Alice’s daughter (Jane) called the office based on my card being paper-clipped to Alice’s power of attorney document. I had drawn up... Read More
Estate Planning for Special Needs Children
Jeff and Julie came into the office based on their financial advisor’s recommendation. In their late 40’s, they had never done any... Read More
The Importance & Basics of Special Needs Trusts
Imagine that you are the parent or grandparent of a child diagnosed with cerebral palsy, Down’s syndrome, the victim of an automobile... Read More
Great Article about Special Needs Children
I thought this was an incredible article on on often overlooked topic– what impact having a special needs sibling has on adolescent... Read More
My Disabled Child is Turning 18. Do I Need Guardianship?
Many times I have parents call me wanting to talk about a guardianship/conservatorship for their son/daughter who is disabled. Many times they... Read More
What is a Veteran’s Affairs EVR (Eligibility Verification Report)
With every new year, our firm gets lots of questions from our existing clients that are receiving veteran’s administration VA benefits as... Read More
Time to Update Your Old Estate Planning Documents?
Many times people will ask me if they need to review their planning that they did many years ago. My answer is... Read More
Last Chance to Change that Advantage Plan!
We are quickly approaching the deadline to opt-out of a Medicare Advantage Plan for 2011. February 15 is the last day that... Read More
Basics of Medicaid for a Couple
Previously, we have looked at the difference between Medicare coverage of skilled nursing coverage and what happens after that coverage ends. Typically,... Read More
Different Types of Special Needs Trusts
We’ve previously discussed what special needs trust are, and how they often can be beneficial for individuals who suffer from various disabilities.... Read More