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Site title: Will Your Retirement Be a Dream or a Disaster?

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As Aaron Paker, partner at Life Point Law, will tell you, few questions cause more concern and confusion than Medicaid’s so-called Five-Year Lookback. The complexities surrounding this critical rule are a big part of the reason why no one should try navigating Medicaid’s regulations wi...


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The phrase “aging in place” has become practically universal in recent years. As retirees, and those looking ahead to retirement, examine their ideal housing preferences, more and more of them seem to be determined to grow old right where they are, in the home they know and love.

It’s a nice image and a worthwhile goal, but is it always realistic? And do ret...


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As the U.S. population continues to age rapidly, an increasing number of families are facing complex senior care decisions. Navigating the modern health care system can leave adult children and relatives feeling completely overwhelmed. Many family members find themselves desperately searching for professional guidance to help them identify the right resources and make...


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As Rajiv Nagaich observes regularly, the vast majority of seniors claim they want to live out their lives in the comfort and security of their own homes. Yet fewer than one in three will actually succeed in realizing their powerful desire to age in place. Seventy percent of seniors are at high risk of becoming a burden to their loved ones and ending their days in some...


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Whenever the topic of estate planning comes up, there are two terms you are guaranteed to hear in the discussion: wills and trusts. These two legal documents can rightly be described, correctly or otherwise, as the backbone of an estate plan.

But what’s the difference? When is a will preferred over a trust, and vice versa? When can these tools work well toge...


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