Personal Message


Indiana's big Medicaid changes as of June 1 are holding firm, and time for implementing Miller Trusts (Qualified Income Trusts or QITs) is running out June 1. By then, any Medicaid recipient in nursing home with more than $2163 of monthly income will need to create and document proper use and funding of a Miller Trust. 

We can help, and helped many in April and earlier May. Unfortunately, explaining how this all makes sense isn't something I've mastered yet. It's just the way it is now - and long has been for 39 other states.


Was James Gandolfini's Will a Mistake?

At least one commentator has characterized James Gandolfini's will as a tax "disaster." But is it?

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Estate Planning in the Age of Stepfamilies

A recent trust case from North Dakota highlights the importance of taking current and potential step-relationships into account when planning your estate.

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Should You Buy Long-Term Care Insurance with a Long Elimination Period?

Most people are deterred from buying long-term care insurance due to the high cost of the premiums (and the hope that they'll never need it).

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