Understanding the five year Medicaid look back

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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

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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?

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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

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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

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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

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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?

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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

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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

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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...

Alzheimer’s diagnosis should spur financial, legal plan

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By Cathleen Summers According to statistics recently released by the Alzheimer’s Association, there are 5.4 million Americans who suffer from Alzheimer’s disease. Every 69 seconds,...