Inheritances and Medicaid: Plan Ahead to Avoid Costly Mistakes If you or a loved one receives Medicaid benefits, inheriting money or property can put those benefits at risk. Without careful planning, an inheritance can trigger penalties that reduce or even eliminate Medicaid coverage, costing you thousands. How Inheritances Affect Medicaid Benefits When someone on Medicaid
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What Is Elder Law? An elder law attorney, or Certified Elder Law Attorney (CELA), serves as a legal advocate for aging adults and their loved ones. Elder law addresses a wide range of issues that directly affect older or disabled individuals, including: Guardianship and conservatorship Retirement planning Advance health care directives Long-term care planning Social
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What You Need to Understand About Estate Planning Many people assume estate planning is only for the wealthy — but that’s a common misconception. In legal terms, your estate includes everything you own, whether large or small. That means bank accounts, investments, retirement funds, real estate, vehicles, jewelry, your digital accounts, and even pets. If
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How to Talk to Aging Parents About Finances and Estate Planning As your parents age, having open conversations about their finances and estate planning becomes increasingly important. These discussions can feel uncomfortable at first, but they are essential to ensure your parents’ long-term financial security and peace of mind. A good way to start is
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Stay Home With Your People and Pets During uncertain times, having your legal documents ready is more important than ever. If you or someone you love becomes seriously ill and can’t make decisions about healthcare or finances, banks, insurance companies, and medical providers cannot legally accept verbal instructions — even from close family members —
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