We Remain Open Through the COVID-19 Situation to Assist with Estate Planning and Trusts


CALL US 24/7
(239) 222-2222

Virtual Meetings Available

Can Veterans Receive Medicaid?


Nearly one in 10 veterans rely on Medicaid for the primary and specialty healthcare they need. In fact, 1.75 million veterans use Medicaid in some form to cover their medical issues. Medicaid is a safety net for veterans, providing insurance to those who do not have it, and supplementing those who do have insurance, or have Medicare. While veterans may be eligible for Medicaid, there are certain things to take into consideration, things that civilians do not have to worry about. 


The Importance of Long-Term Care Planning

Senior Couple

No one wants to think about a time in our lives when they will need long-term care. In many cases, most people do not think about long-term care planning until a loved one needs it or they need it. By then they may have missed an opportunity for better options, more resources, and more information to make decisions off of. Thinking about the unthinkable, and making a plan, gives you a lot more options, and lets you have more of a say in you and your spouse’s lives when the time comes for long-term care. 


Who Qualifies for a Special Needs Trust?

Special Needs 2

A special needs trust can provide peace of mind for families caring for a loved one with a disability. For some people with a disability, a special needs trust is just one way their lives may be enhanced. A special needs trust works by maximizing the resources available to them. While it preserves eligibility for programs like Medicaid and Supplementary Security Income (SSI), it may also help pay for quality of life things that will make life better for the disabled person. Below we will take a look at who qualifies for a special needs trust, and how the process works.


What is a Healthcare Proxy?

Loved One Passing Away

For a loved one who is aging, or in poor health, a healthcare proxy can be an important thing. That being said, it’s also somewhat confusing, and not everyone knows what it means, or what a healthcare proxy does. We will try to explain all of that and more, as we delve into what a healthcare proxy is, why they are named, and how you can handle it. 


What is the Probate Process?


After someone dies, their estate enters probate, which is the court-supervised process in which the deceased’s assets are distributed to bill collectors, taxes, and inheritors. While it’s court-supervised, the court usually won’t get too involved, unless there is fighting among family over the estate, or creditors have issues.


Who Can Override a Power of Attorney?

Power of Attorney

Being designated power of attorney by a relative is an important duty, to be carried out on a trustworthy and honest fashion. The position allows you to make decisions on the person’s behalf should they be unable to them self, due to being incapacitated, old age, or health issues.


How to Protect Assets if Spouse Goes into a Nursing Home

Elder Couple with Lawyer

As we grow older, the possibility that a spouse may need long-term care in a nursing home grows. While it’s a tough part of life to face, there are other questions that go along with it, as well. Among the main concerns is protecting your assets, should a spouse end up in a nursing home for long-term care. 


Is Estate Planning the Same as a Will?

Estate Planning

Estate planning and planning a will may sound like the same thing, but are they? The answer is no, and they are both actually very different processes. In terms of similarities, they both instruct relatives on how your property and assets should be handled upon your death. However, estate planning goes further, taking into account your health, finances, and more, while you are alive. In this post, we will examine the differences, and what you should know about your end of life planning. 



We are dedicated to making a difference in your life and that of your family.