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Estate Planning

St Patrick’s Day estate planning reminder for Maine families about wills and trusts

Don’t Leave It to Luck: An Estate Planning Reminder This St. Patrick’s Day

Celebrating the “Luck of the Irish” Each year on St. Patrick’s Day, people across Maine celebrate Irish heritage with green clothing, festive gatherings, and plenty of talk about the “luck of the Irish.” Shamrocks, four-leaf clovers, and stories of pots of gold all remind us of the fun idea that good fortune can appear when

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MaineCare gifting rules illustration showing cash in envelope for article about gifting money before applying for MaineCare

Can You Gift Money to Family Before Applying for MaineCare?

Many families ask this question when planning for long-term care: What should you consider about gifting money before applying for MaineCare? “Can I give money to my children or grandchildren before applying for MaineCare?” The short answer is yes, but you must be very careful. Gifts made before applying for MaineCare can create serious problems

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Adult child holding aging parent’s hands while discussing power of attorney for aging parent

The First Document You Need After Your Parent Says “Okay”

Power of Attorney for Aging Parent: The Document Families Wait Too Long to Finish You finally did it. After weeks (or months) of gentle conversations, your parent agreed: “Alright… we should probably get things organized.” Naturally, most families feel relief at this point. However, within elder care, there’s a reality professionals see every week: The

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Daughter gently talking with her aging parent about accepting help at home

How to Talk to an Aging Parent Who Refuses Help

The Conversation Families Dread “We’re fine.” “I’m not ready.” “Stop trying to control me.” If you’re caring for an aging parent, you’ve probably heard at least one of these. The hardest part isn’t scheduling appointments, hiring caregivers, or researching assisted living. The hardest part is the conversation — the one where you realize logic doesn’t

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Snowbird estate planning Maine — older couple walking on beach after leaving Maine for the winter

Snowbirds: How Leaving Maine for the Winter Affects Your Estate Plan

Every winter, many Maine families head south — Florida, Arizona, the Carolinas, or anywhere the driveway doesn’t need shoveling twice a day. Becoming a seasonal resident (a “snowbird”) is wonderful for your health and happiness… but it can quietly create legal complications in your estate plan if it isn’t addressed properly. You don’t have to

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