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estate planning and crisis management

The 5 Things Everyone Needs Before a Crisis – Even If You Think You’re Too Young

How Estate Planning and Crisis Management Fit Together If you’re like many, estate planning and crisis management are two things you don’t really think about…


dementia and asset protection for the healthy spouse

Protecting The Healthy Spouse When The Other Has Dementia Community-Spouse Rules, Income Allowances, and Asset Protection

Dementia and Asset Protection When the Other Spouse Is Diagnosed Managing dementia and asset protection can be challenging in many ways. The emotional and financial…


dementia diagnosis

After a Dementia Diagnosis: The 10 Legal Steps You Must Take in the First 30 Days

A Dementia Diagnosis Can Be Scary for All Family Members Have you or your family had to deal with a dementia diagnosis? All month, I’ve…


dementia care planning

The First Signs of Cognitive Decline: When Families Should Start Dementia Care Planning

Demential Care Planning Can Be An Unsettling Part of Elder Care… Thinking about dementia care isn’t necessarily pleasant. Recognizing the early signs of cognitive decline…


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…


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