Trusts and Medicaid: Protecting Assets

1 month ago
David McGuffey

People regularly ask us whether they should use a trust to protect assets n case they go to a nursing…

Elle

6 months ago

We haven't posted much lately because we've been busier than a one-armed paper-hanger, but we did want to let our…

Estate Planning Advice from Warren Buffett

10 months ago

The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning: 2013 Annual…

New Video on Medicaid Eligibility

10 months ago

On September 17, 2023, David L. McGuffey recorded a video for ezelderlaw.com regarding Financial Eligibility for Georgia Medicaid in 2023.…

Protecting the Community Spouse: Income and Resource Allowances

11 months ago

When a married individual applies for Medicaid, the law protects the healthier spouse (known as the Community Spouse) if he…

Can You Retire?

12 months ago

From time to time, I read "ruminations" published by David E. Hultstrom. Along with Anitha Rao, David is the co-founder…

KFF Reports 3,816,000 Medicaid Recipients Have Been Dis-enrolled as of 7-28-2023

12 months ago

The Kaiser Family Foundation (KFF) recently updated its Medicaid Enrollment and Unwinding Tracker. The tracker was originally published on May…

Can You Protect Your Estate Plan From Being Challenged?

12 months ago

Sean McKissick, a probate litigation attorney, recently wrote "the sad truth is that there is no impregnable suit of armor…

New Survey Shows Pessimism Regarding Ability to Retire

12 months ago

On July 26, 2023, Investmentnews.com released a story titled “Our glass is half empty” — why your clients are worried.…

Rosalynn Carter Institute Releases Toolkit to Help Caregivers Plan for Disaster

12 months ago

On July 27, 2023, the Rosalyn Carter Institute issued the following announcement: I am writing to share an exciting update…