Medicaid Gifts to Children

/ By: Roger Levine, Estate Planning Attorney

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Do the Medicaid gifting rules and asset transfer penalties have you confused? If so, you are not alone! Unfortunately, failing to understand the rules and penalties could result in your ineligibility for benefits right when...

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A Nursing Home’s Take on the Need for Medicaid Planning

/ By: Roger Levine, Estate Planning Attorney

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Nursing homes have historically resisted the concept of Medicaid planning based on the assumption that patients who engaged in Medicaid planning were trying to avoid paying their bills. In recent years, many nursing homes have...

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Gifting to Benefit Minor Children

/ By: Roger Levine, Estate Planning Attorney

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For most families, especially those with considerable assets, gifting is a great way to reduce their taxable estate while providing even greater benefits for minor children.

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How to Avoid an Estate Planning Scam

/ By: Roger Levine, Estate Planning Attorney

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Did you know that estate planning scams are becoming more and more common? Here are three tips for making sure you are never a victim.

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Next Generation Planning for Your Family Business

/ By: Roger Levine, Estate Planning Attorney

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Many business owners spend so much time working in the business on day-to-day tasks that they forget to ask one essential question: "What will happen to my business after I'm gone?" Most family-owned businesses fail...

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DOMA’s Impact on Estate Planning for LGBT Couples

/ By: Roger Levine, Estate Planning Attorney

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Many in the LGBT community and nationwide are celebrating the Supreme Court’s rulings in U.S. v. Windsor and Hollingsworth v. Perry. What questions do these rulings raise, and how will they affect your estate plan?...

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Proper Planning Protects Your Vacation Home

/ By: Roger Levine, Estate Planning Attorney

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Your vacation home is a source of countless cherished family memories, and you may want to keep the property in the family, for your children and grandchildren to enjoy even after you’re gone. However, without...

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