by Kelly Alexander | Mar 4, 2025 | Estate Planning
What to Know about Second Marriages and Estate Planning When entering a second marriage, estate planning becomes essential to ensuring everyone you care about is considered. Estate planning is paramount for second marriages, as it requires you to think about how to...
by Noel Izar | Dec 27, 2024 | Blog, Caregiver Resources, Elder Resources, Estate Planning, Financing Long Term Care, Fit Row, Health Care Advocacy, Life Style, Medicaid, Medicare, Naples, Post Slider, Practice Area, Quote, Veterans' Benefits
A Durable Power of Attorney (DPOA) is a document that gives a trusted person of your choosing, the “Agent”, legal authority to act on your behalf regarding financial matters. A DPOA withstands incapacity and is a very important document for you to have in the event...
by Noel Izar | Dec 13, 2024 | Blog, Caregiver Resources, Elder Resources, Estate Planning, Financing Long Term Care, Fit Row, Guardianship, Health Care Advocacy, Medicaid, Medicare, Naples, Post Slider, Practice Area, Quote, Veterans' Benefits
The 5-year Medicaid Lookback Period is a specific provision that is often confusing, but it plays a vital role in determining Medicaid eligibility. What is the 5-Year Medicaid Lookback? The 5-Year Medicaid Lookback Period refers to a five-year timeframe during...
by Alex Alexander | Oct 27, 2023 | Blog, Elder Resources, End of Life Planning, Estate Planning
Have you ever thought you could just skip estate planning documents? There are potential traps in trying to DIY your legal work. Often, clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own...
by Alex Alexander | Dec 22, 2022 | Elder Resources, End of Life Planning, Estate Planning, Life Style
Most of our parents get to the age (after retirement) when it can be very hard to think up gift ideas. They have or plan to downsize their homes for easier maintenance and less cost. This makes many of their collections a burden rather than a source of joy. Many...
by Kelly Alexander | Sep 21, 2022 | Blog, Estate Planning, Guardianship, Probate and Trust Administration, Trusts
A client asked me this question this week. As usual, the answer is “It depends.” Everyone’s legal, health and financial situation is a little different. Some factors it can depend on will be discussed below. But the first question is: What do you want to...
