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NEWEST Blog Posts

Avoid Guardianship With a Durable Power of Attorney

August 1st, 2024|0 Comments

Conservators and guardians are appointed in court to make decisions about health care or finances for adults who are incapacitated. A durable power of attorney lets you choose a trusted decision-maker for the future.

Promissory Notes and Medicaid Planning

August 1st, 2024|0 Comments

A promissory note is normally given in return for a loan. Classifying transfers as loans rather than gifts can be useful because it sometimes allows parents to "lend" assets to their children and still maintain Medicaid eligibility.

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