Frequently I have married clients who come to me who have been married for decades and one spouse is declining due to dementia or other physical and/or mental issues.
Gifts are assets that are fully, or partially (typically real estate) transferred out of your name into someone else’s name. Clients come to me and explain that they want to give their assets away… Read More »
My asset protection team and I often meet with clients who have a spouse or parent who requires at-home caregiving services, or who resides in a skilled care nursing facility or assisted living facility.… Read More »
Generally, Medicaid recipients who receive at-home, assisted living, or nursing home coverage have income limits, asset limits, and are restricted on the amount they can gift and transfer. Benefits and coverage can be lost, delayed, or discontinued, under some circumstances.… Read More »
When you, or a loved one is diagnosed with dementia, including Alzheimer’s Disease, a tide of emotions will hit you.… Read More »