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What are Typical Estate Planning Documents?

Estate Planning

What are Top ‘To-Dos’ in Estate Planning?

The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.

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Elder Law

Will Medicaid Come after My Mom’s Estate?

Both of my parents entered a facility on Medicaid in January 2020. My dad passed two months later. Their home was sold in December 2020. My mom has been in rehab since a fall. When would the estate recovery begin? It’s confusing.

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Estate Planning

Will Vets Get Relief for Toxic Exposure?

Congress may be on the verge of passing the most comprehensive legislation dealing with military toxic exposure issues in 30 years, potentially granting new health care and disability benefits to one out of every five living American veterans.

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