Blog & Updates

What is the “Snapshot Date” When Applying for Medicaid?

Written By: author avatar

The snapshot date is the date of institutionalization lasting at least 30 consecutive days. It can affect qualification for Medicaid.

Written By: author avatar

Should I just have my parents gift their assets to me without assistance?

Written By: author avatar

A trust can you appoint a trusted individual to manage your child’s inheritance so that they make sound financial decisions.

Written By:

Written By:

Do you need an Emotional Will?

Written By: author avatar

What does “the loss of a step up in basis” mean, and why is it important?