Funding a Special Needs Trust

Funding a Special Needs Trust

Our recent blogs have discussed when to create a Special Needs Trust (SNT) including the various types of SNTs to consider. This week we will explain the critical importance of properly funding a Special Needs Trust. What does it mean to “fund” a trust? To…

Wrapping up our Medicaid Journey

Wrapping up our Medicaid Journey

We are wrapping up our Medicaid journey. We have been able to explore many side roads, obstacles and rarely discussed long-term care programs along the way. In our weekly blogs we have spent time talking about: *2021 Eligibility Requirements and Changes * Applying for Nursing…

Beginning the Medicaid Journey

Beginning the Medicaid Journey

Last week we shared the 2021 Medicaid eligibility changes which coincide with the yearly social security adjustments which take effect each January. Over the next couple of months, we will explore what these amounts mean and other Medicaid terms and rules that often cause concern…

Planning for Care

Planning for Care

Ring! Ring! Ring! Every January that is the familiar sound we hear as our phone rings off the hook with concerned adult children calling after they have spent the holidays with their aging parents and realize they are in need of more care.  Planning for…

Wills: The Gift of Preparing

Wills: The Gift of Preparing

Jane is a 75-year-old widow living her very best life.  After losing her husband to cancer, she vowed to her son that she wouldn’t become a “bitter old widdy woman”.  At a recent small family dinner, Jane’s son Russell, asked her about her Will. Jane…