An inheritance is often the source of costly Medicaid-related mistakes which should be avoided. When a person is drawing Medicaid benefits and inherits money or property, that inheritance jeopardizes the benefits. The inheritance must be handled carefully to minimize expensive penalties. What “careful” means, though, can be misunderstood without the necessary expertise. The Right Steps…

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The importance of maintaining family presence and connection in a senior’s life cannot be overstated. Family creates a consistent social network and connection that directly impacts the senior’s overall quality of life. Prioritizing family relationships provides continuity as a senior experiences change in their social network. Friends may change, become ill and unavailable, or even…

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Wills and trusts have specific yet differentiating benefits for the purpose of estate planning. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should compliment the other. As a standalone, it is not accurate to say one is better…

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“Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” This is a common question we frequently hear. It’s just not a good idea. For the plan to work as you would want it to,…

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While aging in place is very popular among the baby boomer generation, about one-third of those retirees might choose to live elsewhere. The family remains the most significant factor when deciding where retirees live, followed by the general livability of an area and desirable weather conditions. The decision about where to live should be a high priority…

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