Make 2025 The Year of the Family Meeting

A new year has arrived once again! For many of us, the beginning of the year brings a renewed sense of motivation to accomplish goals, or become a bit more organized. In the spirit of goal setting and getting organized, we encourage you to consider making 2025 the...
Planning Pointer – Will Medicaid Take My House?

Planning Pointer – Will Medicaid Take My House?

One of the most common fears that families share with us when they start planning for long term care is whether Medicaid will be able to take their home.  For many families, their house is their single biggest asset—they have paid off all or most of the mortgage, and...