19 03, 2021

New Guidance Eases Recommended Restrictions on Nursing Home Visits

2021-03-19T09:58:53-04:00March 19th, 2021|

The Centers for Medicare and Medicaid Services (CMS) has issued new guidance on whether families can visit loved ones in nursing homes. The guidance allows indoor visitation even when the resident has not been vaccinated.  The coronavirus pandemic has hit [...]

12 03, 2021

Medicaid’s Coverage of Nursing Home Care

2021-03-12T08:07:07-05:00March 12th, 2021|

For better or for worse, Medicaid is the primary method of paying for nursing home care in the United States. But navigating the Medicaid system is complicated and confusing. Here are the basics.  Medicaid (sometimes called by other names, such [...]

5 03, 2021

How Your Estate Is Taxed, or Not

2021-03-05T08:00:53-05:00March 5th, 2021|

Congress sets the amount that an individual can transfer tax-free either during life or at death. The current estate tax exemption is so high that very few estates will have to pay an estate tax.  In 2017, Republicans in Congress [...]

26 02, 2021

When Should You Update Your Estate Plan?

2023-12-08T02:49:51-05:00February 26th, 2021|

Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events, including marriage, the birth of children, divorce or the death of a spouse, [...]

22 02, 2021

What You Can’t Do With a Will

2022-09-03T06:47:57-04:00February 22nd, 2021|

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover. A will is just one part of a comprehensive estate plan. A will is a legally-binding statement directing who [...]

19 02, 2021

Understanding Tenancy: The Different Ways to Co-Own Property

2021-02-19T09:40:59-05:00February 19th, 2021|

When two or more individuals own property -- whether it's a condominium, a home, or a piece of land -- the relationship between the owners is very important. The form of ownership of the property affects how property is transferred [...]

8 02, 2021

Using Estate Planning to Prepare for Medicaid

2021-02-12T13:09:12-05:00February 8th, 2021|

Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations. Long-term care can be very [...]