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decedent debts

Handling a Decedent’s Debts

Busting the Myths Around Decedent Debts Have you ever wondered what happens to decedent debts when a person dies? Many people incorrectly assume debts go…


power of attorney

The Power of Attorney: The Difference Between Chaos and Control in a Crisis

Understanding the Power of Attorney Role in Managing Crisis A Power of Attorney isn’t just a form to be signed and filed away. An unexpected…


medicaid 5-year look-back rule

Simplifying Medicaid’s 5-Year Rule: How Early Action Protects Choices and Assets

Are you prepared for Medicaid’s 5-Year Look-Back Rule? Understanding the Medicaid 5-Year Look-Back Rule Planning for long-term care can be complex. It’s impossible to predict…


asset protection tools

Safeguarding the Family Home Through Trusts, Life Estates, and Asset-Protection Tools

It’s important to consider asset protection tools when thinking about or conducting estate planning. Trusts and Life Estates are Two Asset Protection Tools that Can…


DIY will

Common Issues with Do-It-Yourself (DIY) Wills

A DIY Will May Seem Look a Good Idea – But Is It? Some of my clients end up in my office after someone they…


Georgia Transfer on Death Deed

An Overview of Georgia’s Transfer on Death Deed

Georgia’s Transfer on Death Deed – What Is It? How Does It Work As Part of Your Estate Planning and Asset Protection? Let’s look at…


medicaid planning and the OBBBA

Part 3: The OBBBA Makes Medicaid Planning More Important Than Ever

Medicaid planning is an important part of planning for our elder years. The One Big Beautiful Bill Act that just passed makes that even clearer….


OBBB and medicaid planning

The One Big Beautiful Bill and Medicaid: Part One

Have you been wondering if there will be changes to Medicaid due to the One Big Beautiful Bill that recently passed? Considering potential changes to…


The Hidden Costs of Doing Nothing to Prepare for After End of Life: How Delay Can Jeopardize Your Care and Legacy

Have you done what’s needed to prepare for after end of life? Most people feel invincible in their lives. They think everything will be just…


choosing an agent

How to Choose An Agent or Trustee When Facing a Declining Diagnosis

Choosing an agent when facing a declining medical diagnosis can make this time even more emotionally overwhelming. This is especially true when a diagnosis comes…


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