Understanding the five year Medicaid look back
By Cathleen Summers
After acquiring a lifetime of assets, many seniors wish to transfer these assets to loved ones. Before doing so, it is well...
Estate planning: The right attorney uses a personal approach
By Linda T. Cammuso
If you had a heart condition you would not see a general practitioner or go online to figure out your own...
Long-term care or nursing home?
By Linda T. Cammuso
People generally recognize the importance of long-term care and nursing home planning — just not always when it comes to themselves...
Four common estate planning mistakes
By Linda T. Cammuso
Avoidance behavior is easy and we all practice it to an extent. More often than not, though, people make mistakes by...
Real estate developers offer choices to baby boomers
By Margot B. Birke
The baby boomers are coming and real estate developers and health care providers are rushing to fill the desires and needs...
What happens when a loved one gives you a Power of Attorney
By Cathleen Summers
A Power of Attorney is a document that allows a person (the principal) an opportunity to authorize an agent — usually a...
Who should you leave that diamond ring to?
By Linda T. Cammuso
A new client recently told me that he has been delaying the task of updating his will since his wife passed...
Steps to take to plan for long-term care needs
By Cathleen Summers
Statistics can be sobering, particularly when we are talking about long term care. According to a January, 2005 AARP article entitled A...
Demystifying probate part III: rumors and reality
By Linda T. Cammuso
Last month, I discussed the use of living trusts as an effective technique for probate avoidance and contrasted trusts with some...
Demystifying probate part II: avoiding court
By Linda T. Cammuso
Last month, I discussed the probate process and people’s efforts to avoid probate, which often results in needless exposure of their...
