SHOULD I TRUST MYSELF?

Do I need a trust?  This is often one of the first questions asked by our estate planning clients.  It’s a great question!  But what kind of trust are they talking about?  There are as […]

SHOULD I TRUST MYSELF?2019-10-07T14:26:34-07:00

MEDICAID’S 5-YEAR TRANSFORMATION PROJECT

When people think about long term care, the conversation inevitably brings up a few questions: How will I pay for it? What services are really out there for me? Where do I start?  […]

MEDICAID’S 5-YEAR TRANSFORMATION PROJECT2019-08-30T15:12:04-07:00

WASHINGTON PLANS FOR THE SILVER TSUNAMI

The Silver Tsunami is upon us and Washington State is taking measures to protect its residents.  The Silver Tsunami is the bolus of baby boomers moving into and through their retirement years.  As the Boomers […]

WASHINGTON PLANS FOR THE SILVER TSUNAMI2019-06-10T10:20:23-07:00

THE INTERSECTION OF LAW & GERIATRIC CARE MANAGEMENT

Aging can be complicated. With all the complexities of Medicare, Medicaid, and the ever changing landscape of long term care housing and placement matters, few families are able to identify all the options available to […]

THE INTERSECTION OF LAW & GERIATRIC CARE MANAGEMENT2019-05-03T14:12:07-07:00

BIG CHANGES TO AID AND ATTENDANCE VA PENSION

I think there’s a good chance a portion of you newsletter readers will be thinking, “Aid and Attendance, what’s that?”  So, at the risk of boring a few of you, we’re going to begin with […]

BIG CHANGES TO AID AND ATTENDANCE VA PENSION2018-12-14T12:34:00-08:00

PROTECTING OUR LOVED ONES WITH EXTREME RISK PROTECTION ORDERS

Despite all the best efforts to prepare for the future, it is likely that we will all face difficult situations as our loved ones age, particularly if they suffer from progressive memory loss or other […]

PROTECTING OUR LOVED ONES WITH EXTREME RISK PROTECTION ORDERS2018-08-14T11:59:14-07:00

THE WILL SAYS I’M IN CHARGE!?

A few months back, our newsletter delved into the roles and responsibilities of an agent appointed under a power of attorney.  In this episode, we will explore what it means to be a Personal Representative […]

THE WILL SAYS I’M IN CHARGE!?2018-08-02T15:16:21-07:00

2017 TAX REFORM LEGISLATION

We’re fresh off the deadline for the filing of our 2017 tax return. Now before you put taxes out of mind for another year, it’s important to look ahead to 2018. The federal legislature enacted […]

2017 TAX REFORM LEGISLATION2018-05-31T12:16:20-07:00

YOU’RE AN AGENT. NOW WHAT?

You should be happy. For years you’ve been bugging your mom to see an attorney and get her estate planning done.  Then, to your great surprise, she finally did it.  Will, health care directive, powers […]

YOU’RE AN AGENT. NOW WHAT?2018-02-20T21:15:15-08:00

ESTATE PLANNING FOR THE LONG TERM

Crafting the perfect estate plan requires conscious thought along with a careful analysis of your future healthcare needs and financial situation. Where does one begin on what first appears to be a daunting and difficult […]

ESTATE PLANNING FOR THE LONG TERM2017-12-19T05:14:36-08:00