Should I create a “life estate” in my home? by Dan Leininger
Creating a “life estate” in your home can be an effective estate planning technique as well as an effective asset protection plan with respect to nursing home planning, but beware […]
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I’m always being asked by my doctor if I have a Living Will or advance directive documents. What are these? by Jesica Thorson
Advance directive documents are simply making a decision about the care you would want to receive if you were unable to speak for yourself. It involves deciding who will be […]
What is the snapshot date when applying for Medicaid? by Kurt Bachman
The snapshot date is the date of institutionalization lasting at least 30 consecutive days. Institutionalization may be in a hospital, nursing home, similar health care facility, or any combination thereof, […]
Should I just have my parents gift their assets to me without assistance? by Heidi Adair
I have heard that there’s a five-year look-back for Medicaid. Why shouldn’t I just have my parents gift their assets to me without the assistance of an elder law attorney? […]
What Planning Documents Do I Need For My Health Care? by Dan Leininger
There are three planning documents that you need to have in place in case something happens that renders you unable to make your own health care decisions. These documents are: […]
How do I protect my children from squandering their inheritance? by Janell Sprinkle
If you suspect that your child lacks the ability to make sound financial decisions, one solution is to leave their inheritance in a trust and appoint a trustee to make […]
EEOC Issues New Technical Assistance for Employers by Ted Storer
Even as public restrictions are being lifted, employers continue to deal with COVID-19 issues in the workplace. In the Summer of 2020, the issues faced by many employers were working […]
Employment Update – Mask Requirements in Light of New CDC Recommendations by Ted Storer and Haley Brooks
For more than a year, the COVID-19 has impacted all businesses. Amid the recent vaccine efficacy and a nationwide decrease in COVID-19 cases, much of society seems to be inching […]
Do you need an Emotional Will? by Troy C. Kiefer
I meet with many clients every year who wish to plan for their after-death gifting. The gifting of assets using a Last Will and Testament is responsible and essential, but […]
Loss of a Step Up in Basis by Kurt R. Bachman
Q: What is all this talk about “the loss of a step up in basis”; and, why is it so important?A: The loss of a step up in […]