Case Studies: Why Plan Now and Not Later?

Are you putting off ⁠estate planning⁠? You’re not alone. According to a Caring.com study, only 32% of Americans have a will, one of the building blocks of a solid plan.

Factors such as your age, your asset and income level, and your health are all factors to consider, but there is one guiding principle: plan early, not when it’s too late!

Join us for Life Happens Radio, when attorneys Aaron Connor and Kristen Peck will share real client stories that highlight the importance of proactive estate planning.

One such case involves a couple in their 90s who came to our law firm for ⁠long-term care planning⁠, because the husband has dementia. They inquired about Medicaid to cover the high costs of care, but one of their older estate documents is a “Life Estate.” As Aaron and Kristen will explain, that exposed a major asset – their home – to the ⁠Medicaid application⁠. It’s an example that will help you understand why trust planning can prevent a spend-down of precious assets, as well as the importance of speaking to an experienced elder law attorney.

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