The five-year look-back rule is a Medicaid policy that reviews certain financial transactions made during the five years prior to applying for benefits. Medicaid examines asset transfers to confirm that resources were not moved solely to qualify for assistance. This...
When planning for the future, it is common to assume that a will controls how all of your assets are distributed. In reality, that is not always the case. Certain assets pass outside of a will entirely, which can create confusion if plans are not coordinated. One of...
When an employment relationship comes to an end, paperwork and payments often follow. Two terms that frequently come up are final pay and a severance agreement. While they may sound similar at first, they serve very different purposes and are treated differently under...
Modern life happens online. From email and banking to photos, subscriptions, and business platforms, digital accounts are now part of everyday life. Because of this shift, digital estate planning has become an essential part of preparing for the future and supporting...
