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Support and Resource List for Alzheimer’s Caregivers

People who provide unpaid care for loved ones with Alzheimer’s disease are heroes in our book. But that does not mean their job isn’t difficult — or lonely. I have had the good fortune of meeting with these heroes many times over the years, and my practice has always...

7 Alternatives to Guardianship

We talk about guardianship a lot with our clients, and there are some very good and necessary reasons why this must happen and should be considered during estate planning. For example, a loved one may be permanently disabled and unable to make certain decisions...

Brief Summary of Medicaid Benefits for Long-Term Care

Medicaid is a very generous benefit once the person in need of long-term care services qualifies. However, like most government programs, it has certain rules that limit eligibility. We have written on Medicaid before, but it is worth exploring again since anyone who...

How to Protect your Real Property from Fraud

We’ve been getting questions about real estate fraud and “insurance” companies that promise to protect you and your property from fraudulent mortgages. According to the FBI, property and mortgage fraud is the fastest growing white-collar crime in the United States....

Be mindful of the sentimental stuff in your estate planning decisions

After her mother’s death, a client told me that her father wanted to know which household furnishings and personal items she wanted. With hesitating, she said that she wanted nothing more than her mother’s guitar and her father’s first reader. He insisted that she...

Do I Need an LLC for Rental Property?

If you’re just starting out as a real estate investor, you probably hold title to rental properties in your own name, but that’s usually not to your advantage. There are several reasons real estate investors choose to create limited liability companies (LLCs) to hold...