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He Called Me From the Grave... Or So He Said
A few years ago, I answered the phone and heard something I never expected.
Jul 14
Estate Planning in an Era of Longer Lifespans
Today’s estate planning conversations increasingly focus on a different reality: people are living longer than ever before.
Jun 11
The Tax Implications of Gifting Your Assets
Gifting can be a powerful estate planning tool, but the rules around taxes, exemptions, and Medicaid eligibility are often misunderstood.
Jun 4
What Is the Medicaid Look-Back Period?
With proper planning, it is possible to protect your assets from transfer penalties.
May 13
Could You Benefit from an Irrevocable Living Trust?
When properly designed and implemented, Irrevocable Living Trusts can provide an almost unsurpassed level of asset protection, helping keep your assets safer from the high and continually rising cost of long term care in 2026.
May 7
State Rules Matter: Why Medicaid Planning Is Not One-Size-Fits-All
If you're planning for long-term care, you may assume that Medicaid rules are the same across the country. After all, Medicaid is a federal program—right?
Jun 12, 2025
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