A Medicaid asset protection trust (Irrevocable Trust) allows a person to qualify for long-term care benefits from Medicaid while protecting assets.
Author: Attorney Stephen L. Mangan, Principal. During the process of setting up a Last Will and Testament, questions arise about how to handle bank accounts. People become concerned and ask, “What will happen if I’m unable to handle my affairs … Continued
Everyone knows the quote from “Gone with the Wind” in which Scarlett points out that land is the only thing that matters. Many investors still feel that way and make real estate an important and long-term part of their portfolio. … Continued
Settling the affairs of a deceased family member is not a one-person task. Here is a checklist to help you.
The pandemic relief package (Consolidated Appropriations Act, 2021) gives a break to small businesses by reopening the Paycheck Protection Program so that some of the hardest-hit small businesses can apply for a second loan. The new round of loans will … Continued
Should you put your house in a trust? For some homeowners, it could be a smart move, but you need to know all the facts. Click through for some insights into this little-known estate planning strategy to see if it’s … Continued
As interest rates lower, buying a home seems more feasible and affordable now than it has in recent years. When you are shopping for a home loan, it is important to take the right measures to ensure that the loan … Continued
Personal and health affairs management, estate planning and administration, and long-term care and how to pay for assisted living or nursing home care are needs that must be addressed by all of us—the sooner, the better.
We are proud of our clients! Good People doing Good Work. The Brian & Marilyn Lindsay Foundation made a grant that matters to Wheeler Clinic. Read the full story here.
The Foundation was created by Christine shortly before her death to support certain organizations in her community as she did during her life. To learn more, visit the Christine E. Moser Foundation website.
Dear Clients, Family and Friends: We hope you and your family are staying healthy and safe during these challenging times. We understand that social distancing and stay at home orders are difficult so having an outlet to escape the routine … Continued
5 Steps to Create a Home Inventory Checklist (By Scott Humphrey, Travelers for Insurance Associates, 74 Vine St., New Britain, CT 06052)
After a fire, burglary or another event in which you lost possessions from your home, it may be difficult to remember the details of every one of the belongings that you have accumulated over the years. In this situation, having … Continued