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AUGUST 2021 NEWSLETTER

Top Stories

The Sandwich Generation Scramble
Sandwiched between the older generation and younger generation are the adults that take care of both their elderly parent and their own children. These adults are part of the Sandwich Generation.
Now offering DocuBank with our Estate Planning!
In the event you are hospitalized, this convenient card lets doctors instantly obtain your medication list, medical info, emergency contact numbers, and important legal documents 24/7 anywhere in the world.

How Much Money Can You Have and Still Qualify for Medicaid?

In order to be eligible for Medicaid benefits a nursing home resident may have no more than $2,000 in "countable" assets (the figure may be somewhat higher in some states). 

6 Things to Ask Before Agreeing to Be a Trustee

Being asked to serve as the trustee of the trust of a family member is a great honor. But being a trustee is also a heavy responsibility. Here are six questions to ask before saying "yes."

We Need YOUR Help!

We are working hard to put together a webinar series for the fall and want your feedback to determine which topics we will cover. Which topics would you like to see as part of our fall webinar series? Click the button below to take the poll!

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