Dec 19, 2019 | 2020, AHCCCS, ALTCS, CLDP, Deeds, Estate Planning, Health Care Directives, Legal document preparation, LTC Costs, Medicaid, Power of Attorney
February 29, 2020 Rescheduled to March 28, 2020 AAIP – Arizona Association of Independent Paralegals Topics: Legal Document Preparation, ALTCS, ALTCS planning May 9, 2020 Lakeside Caregiver Symposium Topic: ALTCS and ALTCS planning...
Jun 17, 2019 | 2019, CLDP, Consulting, Deeds, Estate Planning, Prevent Probate, Trust
In doing research for a client I came across these pieces of valuable information for couples with an AB Trust. What is an AB Trust? An AB Trust is one in which a family trust is divided at the first death into two trusts (the by-pass or credit shelter trust and the...
May 22, 2019 | 2019, Advanced Directives, CLDP, Deeds, Estate Planning, Health Care Directives, Health insurance, Income-Only Trust / Miller Trust, Legal document preparation, Medicare Insurance, Medicare Savings Plan, Power of Attorney, Trust
Did you know that … We also help with … – Insurance Services (no cost to you; compensated by companies) Medicare-related (Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Special Needs Plans, Medicare/Medicaid (Dual) plans Property &...
Sep 28, 2017 | 2017, Advanced Directives, Deeds, Estate Planning, Health Care Directives, Legal document preparation, Power of Attorney, Prevent Probate, Trust
Did you know ONLY 1 in 4 people in Arizona have completed their life and end-of-life care planning legal documents & over 60% of people lack will or estate planning (AARP.org)? In Arizona alone, our adult population is over 5 million people (US Census). That means...
Jul 14, 2017 | 2017, CLDP, Consulting, Deeds, Estate Planning, Legal document preparation, Prevent Probate, Trust
For financial accounts there is a document that you can sign at the institution. This document is known as the POD or Paid on Death designation form. This allows the named beneficiaries to provide your death certificate and their identification to prove they are the...
Jun 8, 2017 | 2017, Advanced Directives, CLDP, Deeds, Estate Planning, Health Care Directives, Income-Only Trust / Miller Trust, Legal document preparation, Power of Attorney, Prevent Probate
A very important part of your long term care planning is having your paperwork in order. Did you know by not putting your wishes in writing the court system may have to become involved in every aspect of your financial decisions and medical care? Wouldn’t you rather...
