Posts Tagged ‘basic documents’
What Is a Miller Trust?
What is a Miller Trust? A Miller Trust is an estate planning tool some people use when they don’t meet the criteria for Medicaid (ALTCS in AZ). It is used when their income exceeds the ALTCS income requirements, but don’t make enough to cover their medical needs. With a Miller Trust, a person assigns their…
Read MoreFree Estate Planning Documents
Is Free Really Free? Generally, Free Estate Planning Documents are NOT a good idea. You get what you pay for, and you pay for what you get. If you can afford legal advice regarding such documents, it is well worth it. At the same time, sometimes free is appropriate and beneficial. This is particularly true…
Read MoreAvoiding the Nursing Home Cost Crisis
Medicaid Spend Down Many of our clients are concerned about avoiding the nursing home cost crisis. What is the crisis? The cost of long term medical care has the potential to consume your entire estate. This is the nursing home cost crisis. It could be called the Medicaid Spend Down dilemma. Going into a nursing…
Read MoreCorona Virus Emergency Documents
We have provided an on-line resource to help our clients and friends prepare for contingencies while we all “shelter in place” during an emergency such as the current corona virus / COVID-19 lock down. Any medical or financial crisis will be much worse if there are also legal complications. To be prepared during during the…
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