Estate Planning

Thanksgiving in Maine is a time for warm kitchens, familiar faces, and the simple comfort of being together. It’s also a rare moment when multiple generations are under the same roof — making it one of the best opportunities to have gentle, meaningful conversations about future planning. These discussions don’t have to be heavy or […]

Looking Ahead: MaineCare and the 5-Year Lookback As families gather this holiday season, many Maine households find themselves thinking about the future — especially when a parent’s health is changing or caregiving needs are increasing. One of the most important (and most misunderstood) parts of long-term care planning in Maine is the MaineCare 5-year lookback

When a loved one is facing memory loss or increasing care needs, families often focus on day-to-day support — doctor’s appointments, medications, home-care services, and emotional care. But one critical planning task is easy to overlook: reviewing beneficiary designations. These designations control who receives certain assets outside of probate, including: Bank accounts with POD/TOD instructions

November shines a light on two deeply connected causes—Alzheimer’s Awareness Month and National Family Caregivers Month. Together, they remind us that planning ahead is one of the most loving acts we can do for those who care for us. For Maine families, where aging, memory loss, and long-term care needs often intersect, estate planning is

In Maine, family members play an essential role in supporting aging parents, spouses, relatives, and neighbors who can no longer fully care for themselves. These caregivers are often the first — and sometimes the only — source of help. Whether they are assisting with meals, mobility, medication management, transportation, personal care, or emotional support, they