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Planning for Long Term Care Costs

Planning for Long Term Care Costs

It is important to think about planning for long term care costs now before time slips away. None of us know what will happen next in our lives, but we can make a legal plan that provides for the long term care services we may need in the future while also maximizing...
How the Medicaid 5 Year Lookback Works

How the Medicaid 5 Year Lookback Works

The 5 Year look back is a policy used to determine Medicaid eligibility. Learn how to keep your standard of living and avoid “spending down” your retirement savings to qualify for Medicaid. If long term care or high medical bills are in your future, the time to start...
Charitable Remainder Trusts

Charitable Remainder Trusts

What is a Charitable Remainder Trust? As people get older and begin to think about how they want their estate settled, one thing that often crosses their mind is donating some of their assets to charity. One way to do that is with a Charitable Remainder Trust (CRT)....