Creating a comprehensive and effective estate plan can seem complicated. For Georgia residents who are dealing with concerns about estate planning and how to allocate their property after death, it is important to be cognizant of common mistakes that can negatively...
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With more than 30 years of experience
Month: January 2020
What should I know about Medicaid planning and hospice care?
Georgia residents who are concerned about an elderly loved one who is ill or infirm and needs care will want the best for them. Finances are a frequent sticking point in ensuring that the proper level of care is provided. For those who are eligible for Medicaid, it is...
Can I use trusts to avoid Medicaid’s five-year lookback period?
Your parents are getting older, and you may think it is nearing the time when they may need nursing home care. Many people in the Atlanta Metro area plan on using Medicaid as a means for paying for nursing home care, but before a person can dip into their Medicaid...
Estate planning documents every estate planner should have
There are several important documents that should be included in any estate plan to help ensure the estate planner has a comprehensive estate plan that will take care of their family and beneficiaries. Comprehensive estate planning can provide important peace of mind...
What are some signs of nursing home neglect?
When we place a loved one in a nursing home, we naturally expect a high standard of care. After all, nursing home residents are generally vulnerable and are simply no longer able to care for their basic needs. Georgians who have loved ones in nursing homes trust that...
What to consider when executing or reviewing a trust in 2020
The New Year is here, and many Georgians have resolved to change things in their life for the better in 2020. While some people may have resolved to lose weight, better manage their finances or make other personal changes, one resolution that may go overlooked is...
What is the Medicaid look back period?
Nursing home care is expensive. Some people in Georgia may have enough in savings or assets to pay for such care, but many others rely on Medicaid to pay for their stay in a nursing home. However, the process of getting Medicaid can be complicated. One issue that may...
What to expect if a trust is challenged
When a loved one dies, emotions run high. This distress is only amplified if one or more beneficiaries to the deceased’s trust believes the terms of the trust should not be followed. They may feel the trust was only entered into due to coercion or undue influence. Or...