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Bill-Advocates-for-senior s-who-seek-at-home-medicare
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May 4, 2023

Bill Advocates for Seniors Who Seek At-Home Medicaid Care

Seniors who need assistance with everyday activities such as dressing, bathing, and eating are eligible for Medicaid Long-Term Services and Supports (LTSS). Unfortunately, hundreds of thousands of people who qualify for these services – but wish to receive them in…

What-to-Know-About-Being-a-Health-Care-Proxy
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May 3, 2023

What to Know About Being a Health Care Proxy

When you assume the role of the health care proxy of a loved one, you make crucial medical decisions on their behalf. If your loved one becomes incapacitated and cannot communicate with health care providers, you are responsible for ensuring…

What-Is-a-Qualified-Personal-Residence-Trust-(QPRT)/
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March 30, 2023

What Is a Qualified Personal Residence Trust (QPRT)?

A qualified personal residence trust (QPRT) is an irrevocable trust used to achieve estate and gift tax savings. The basic idea behind a QPRT is to transfer the equity in a qualified residence out of a person’s estate and to their…

Three-Things-to-Know-About-Being-an-Executor
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March 23, 2023

Three Things to Know About Being an Executor

An executor is a person or entity you choose to carry out your last wishes outlined in your will. Your executor should be someone you trust is responsible enough to manage your estate after you pass away. Choosing an executor…

Estate Planning at a glance
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March 2, 2023

Estate Planning: An At-a-Glance Overview

Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older adults might give more thought to estate planning, it is an essential tool at any age. Why It’s Important With…

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