How does a Trust Work?

How does a Trust Work?

What is a Trust?

There are a wide variety of  legal documents that are referred to as a “Trust,” so in order to determine how a Trust works you must first define what type of Trust you are looking at.  In this Blog, a Trust refers to a Living Trust also known as a Revocable Trust, Intervivos Trust or a Revocable Living Trust.  […]

By |February 21st, 2018|ESTATE PLANNING, Trusts, Uncategorized|

Recognizing the need for care in loved ones

Recognizing the need for care in loved ones during the holiday season

How are Grandma and Grandpa feeling this holiday season?

It is the time of year for holiday cheer and seeing relatives that you may not otherwise get to visit with on a regular basis.  While you may be sitting by the fire unwrapping presents, this may also be a good time to step back […]

By |December 19th, 2017|ESTATE PLANNING|

Thankful

Happy Thanksgiving text with pumpkins and leaves over dark wood backgroundThankful

Thanksgiving is my favorite time of year.  I love everything about it: getting together with family, good food, the change in season, warm sweaters, first snow… but this year feels a little different for me.  We are going into our 6th year as a firm and I […]

By |November 22nd, 2017|ESTATE ADMINISTRATION, ESTATE PLANNING, FAMILY LAW|

Medicaid verses Medicare

Medicaid verses Medicare

Medicaid vs Medicare written in a note. Health insurance concept.You have probably heard the terms “Medicaid” and “Medicare” many times, but do you know the main differences between the two programs?  If not, below is a very general description of Medicaid verses Medicare.

Medicaid

Medicaid is an assistance program through the federal government […]

By |November 14th, 2017|ESTATE PLANNING, FAMILY LAW|

What happens if I do not have a Power of Attorney?

What happens if I do not have a Power of Attorney?

 What is a Power of Attorney?

 General Durable Power of Attorney

When most people hear the term “Power of Attorney” they usually think of a General Durable Power of Attorney which is used to take care of financial issues.  Some people refer to this Power of Attorney as the “business power” because […]

What Should I Bring to an Estate Planning Consultation

What Should I Bring to an Estate Planning Consultation

So you’ve just scheduled an appointment to meet with an attorney at Morneau Law to go over your Estate Plan.  You may be wondering what you need to do to prepare, and if there is anything you will need to bring with your to your appointment. In some instances, there are certain documents you may bring that will […]

What should I bring to a Medicaid Appointment?

What should I bring to a Medicaid Appointment?

You’ve made the call and have an appointment to meet with an Attorney.  Now what?  What should you bring to a Medicaid appointment? 

Whether you’re there on behalf of yourself or another, there are a few basic things that you can bring with you to help your Attorney determine whether or not the applicant may qualify for Medicaid.  […]

By |March 28th, 2017|ESTATE PLANNING|

When is the best time to plan for Medicaid?

When is the best time to plan for Medicaid?

“When is the best time to plan for Medicaid?”  I get that question a lot.  People want to know how they can Medicaid plan to help protect their assets.  However, I find a more helpful start to the conversation is an explanation of what Medicaid is. 

Medicaid […]

By |March 3rd, 2017|ESTATE PLANNING|

How do I protect my children’s inheritance after I re-marry?

Protect my children's inheritance after I re-marryHow do I protect my children’s inheritance after I re-marry?

How do I protect my children’s inheritance after I re-marry?  Estate Planning can be a difficult task for some to embark upon.  This may seem a Herculean effort when you add in the complicating factor of a blended family.  It doesn’t have to […]

By |November 20th, 2016|ESTATE PLANNING, Wills|

What happens to your social media accounts after you pass away?

Social MediaWhat happens to your social media accounts after you pass away?

Social media planning is something many people forget about when they are thinking about their future.  Many people have accounts with Facebook, Twitter, LinkedIn, Google, etc. all of which should be considered.

Facebook

Facebook has launched a […]

By |October 24th, 2016|ESTATE PLANNING, Wills|