Title XIX and Asset Preservation for Singles

I discussed the options a couple has if one of the spouses unfortunately needs assisted living or long-term care and wanted to apply for Title XIX benefits. This week I will discuss the options for a single person if the same situations occurs. For a single person, the following assets
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Know the Difference

People frequently call our office because they don’t understand what type of citation they have received. An ordinance violation is issued for a violation of a municipal or county ordinance (law). Examples of ordinance violations include illegal burning and being in a park after hours. Ordinance violations carry forfeitures (money
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Real Estate is HOT!!

As we catapult past Memorial Day and into summer it becomes the season of real estate deals! For Sale by Owner sales have continued to be steady and we expect them to increase in volume now that the weather has improved and the community has opened up a bit. If
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Title XIX and Asset Protection

What do you do when your spouse has an unfortunate set back and has to enter an assisted living facility or nursing home? The last thing you should do is panic or worry about the potential expenses that could occur from their stay. With Title XIX, the community spouse (the
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Own a Small Business?

Small business owners, now is the time to update your corporation or company documents.  I am talking about your bylaws for a corporation or your operating agreement for a limited liability company.  Most small business owners have the basic shell necessities to make their company legal with the State of
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General and Durable Powers of Attorney

Last week, Attorney Hoelzel discussed the importance of the parental power of attorney. This week, I would like to remind our readers of the extremely important durable financial power of attorney document, which I consider to be the most important estate planning document. What exactly is it? The durable financial
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Parental POA’s

Are you caring for another person’s child? Has the Covid-19 pandemic led you to send your child to live – short term or long term – with a friend or relative? In times like these, we need help from, or offer help to, others in regard to child care. Perhaps
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Revocable Living Trust Advantages

When clients come into my office, they often ask me, “what are the advantages of a revocable living trust?” People opt to go with a trust for many different reasons. One advantage to a trust is that it helps avoid probate. Trusts can also hold money for children and beneficiaries
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Gifting

I often have older clients come in and ask if they can give assets to their loved ones. These clients often are concerned about the Medicaid and tax ramifications of these potential gifts. If the clients are in relatively good health, it is perfectly acceptable to make large gifts; however,
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Mediation Can Help

Have your feelings of contentment disappeared along with the Valentine’s Day candy and flowers?  Is there a nagging dispute with a family member (or ex-family member) that you need to resolve?  Our mediation services may be right for you.  Mediation isn’t just for divorce.  It can be helpful in solving
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Happy Valentine’s Day

Flowers? Chocolates? Nah… How about documents? Now, hear me out. By providing your spouse with the appropriate estate planning documents, really what you are doing is providing peace of mind. Doesn’t every spouse want peace of mind? Get your power-of-attorney documents organized and your will or trust updated or drafted
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The Guardianship Process

Often we have clients contact our office when one of their parents, siblings, adult children or even a spouse has had an unfortunate turn of events and cannot make financial or healthcare decisions for themselves, and do not have any advance planning documents in place. We assure them not to
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