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Special Reports

Medicaid Planning: What You Need to Know About Paying for Nursing Home Care

This report outlines the qualifications for Medicaid, and explores some ways for planning in order to preserve assets. You need this report if you are concerned about a loved one going into a nursing home and want them to avoid spending everything they have in order to qualify for Medicaid.


Planning It Right the Second Time Around

This report looks at planning in the context of a second marriage. You need this report if you or your spouse were previously married and have assets or children from the prior marriage.


Probate: A Process, Not a Problem

This report explores the probate process. You need this report if you have been named as the executor or administrator of an estate and want a better understanding of what will be expected of you in that role.


Set the Stage for Medicaid Eligibility

This report explains the importance of incapacity planning and shows how language in a Trust can allow a Trustee to handle planning and sign documents to help an incapacitated person receive Medicaid. You need this report if you want to ensure that the people you have appointed receive all the power necessary to protect and preserve your assets for your care, and can protect your children’s inheritance, should you ever require long-term skilled nursing care.


Conservatorships: The Nightmare of Living Probate

This report discusses the dangers associated with Conservatorship and an ignored Power of Attorney if you become mentally incapacitated, and explores the benefits of protecting yourself with a Revocable Living Trust. You need this report if you are considering estate planning and plan on relying on a power of attorney to manage your affairs during your incapacity.


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Three Reports Tell Secrets to Paying for Nursing Home Care

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