Most People Focus on Estate Plan Documents. Instead, Focus on Goals

So often, we meet with clients who want to “get a will” or “talk about trusts.” And we’re more than happy to talk about those things! But as we work our way through the nuances of wills and trusts together, our conversations always turn to one simple question: “What do you want your estate plan to do?” Why Start with … Read More

Watch Your Language: Spenddown

When a Medicaid applicant is married, the rules allow their spouse to retain a minimum amount of assets and income. We’ve already talked about the community spouse resource allowance (CSRA); the minimum income level is called the minimum monthly maintenance needs allowance (MMMNA). [Read More]

101 Death Hacks: A Cheat Sheet for Arranging Your Affairs Before You Die – 1-20 [Part One]

Everyone loves ‘hacks’. From party hacks to Halloween costume hacks to garage organization hacks, if you want to simplify a project or task you can do a quick Google search or pay a visit to the Lifehacker website to find ways to effectively shortcut a complicated job. Why should that be any different for estate planning? Well, a DIY will is probably going to create more problems than it solves, but you can still simplify the estate planning process. Check out this first post in our five-part series to learn how. [Read More]