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16 Jun

Why Work-Life Balance Matters in Senior Care

Elder Care, June 16, 2025

In senior care, our caregivers give so much of themselves to others—physically, mentally, and emotionally. While their work is deeply meaningful, it also comes with unique challenges that can lead.

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26 May

Spousal Refusal: A Legal Strategy to Preserve Assets and Qualify for Medicaid

Medicaid Planning, May 26, 2025

You may have heard heartbreaking stories of devoted couples forced to consider divorce—not because they’ve fallen out of love, but because one spouse needs long-term care, and the other can’t.

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12 May

Think Twice Before Selling a Loved One’s Home for Assisted Living Costs

Medicaid Planning, May 12, 2025

When a loved one needs long-term care—whether it’s in an assisted living facility or a skilled nursing home—families are often faced with overwhelming financial decisions. One of the most common.

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30 Apr

Can I Take Money From My Deceased Loved One’s Bank Account?

Probate, April 30, 2025

It happens more often than you might think: a loved one passes away, and within days, family members are faced with the urgent question—what do we do about the bills?.

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18 Apr

Beyond the 100 Days: What Medicare Part A Really Covers for Skilled Nursing Care

Medicaid Planning, April 18, 2025

Many people assume that Medicare will fully cover their long-term care needs, but the reality is more complex—and potentially costly. One of the most misunderstood benefits is the 100-day coverage.

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9 Apr

Smart Medicaid Planning: Prepay Funeral Expenses to Protect Your Assets

Medicaid Planning, April 9, 2025

Benjamin Franklin once said, “Nothing is certain except death and taxes.” With that in mind, prepaying funeral expenses is a strategic and practical way to spend down assets when applying.

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25 Mar

How Pooled Trusts Help Seniors and Disabled Individuals Qualify for Medicaid

Medicaid Planning, March 25, 2025

Medicaid provides essential healthcare coverage for low-income individuals, including seniors and people with disabilities. However, to qualify, applicants must meet strict income and asset limits. In many states, an individual.

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26 Feb

Supporting Family Caregivers: The Credit for Caring Act

Long Term Care, February 26, 2025

Caring for a loved one with Alzheimer’s or another form of dementia is both a labor of love and a significant financial burden. Millions of Americans provide unpaid care, facing.

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19 Feb

Should I Add My Adult Child to My Deed?

Estate Planning, February 19, 2025

For many parents, ensuring their child inherits the family home is a top priority. The idea of adding an adult child to the deed might seem like a straightforward way.

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3 Feb

The Benefits Senior Green Card Holders Are Entitled To

Miscellaneous, February 3, 2025

For senior green card holders (lawful permanent residents), obtaining legal residency is more than just a status upgrade—it’s the gateway to essential benefits and opportunities that improve quality of life,.

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Helping people age with grace and dignity while protecting their legacy

Recent Blog Posts

  • Why Work-Life Balance Matters in Senior Care June 16, 2025
  • Spousal Refusal: A Legal Strategy to Preserve Assets and Qualify for Medicaid May 26, 2025
  • Think Twice Before Selling a Loved One’s Home for Assisted Living Costs May 12, 2025

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