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Notebook with 'Goals for 2025' sticky note, tabs, pen, and glasses on a desk.

Estate Planning Tips for 2025

Happy and Healthy New Year! Have you made your 2025 resolutions, or are you finding it challenging to become motivated? You are not alone. Here are some tips to motivate you to go from setting goals to implementing an action plan: Update Your Will: If you haven’t reviewed your Will in a few years, take…

Don’t Leave for Summer Vacation Without Your Estate Plan!

There’s no better time than summertime – rest, relaxation and seeing the world. You’ve waited all year for your vacation. You’ve got your passport, the pet sitter is confirmed but wait- do you have your estate & incapacity plan in place? If you do is it so old it needs to be updated to meet…

Why Estate Planning and Medicaid Planning Take Different Paths

Clients frequently ask “Doesn’t my revocable trust protect my assets if I get sick and require long term care services?”  Clients are surprised when the answer is that their revocable trust assets, which they control, are countable if the client has a chronic illness and wants to apply for Medicaid. Clients want to stay in control of their…

Is There a Difference between a Qualified Income Trust and a Special Needs Trust?

Santa, Is There a Difference Between a Qualified Income Trust and a Special Needs Trust? Yes, Virginia, there is a difference and you need to consult a qualified elder law attorney to know which document you need based on your personal circumstances. A ‘Qualified Income Trust‘ is required if you are applying for Medicaid assistance…