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Article of the Week: "An Elder Law Case Study – Medicaid and Estate Planning for Mr. and Mrs. Marlowe"

dduncanDennis Duncan, Attorney at Law
The Law Offices of Dennis L. Duncan, P.C.
Macon, Georgia  31210
478-254-4232

Member of the national ElderCare Matters Alliance, Georgia chapter

The collective goals of Mr. and Mrs. Marlowe are to protect their family assets for the future benefit of Mrs. Marlowe, their grown children and grandchildren, and accomplished this while at the same time establishing compensability for Mr. Marlowe for Medicaid benefits.  The Marlowe family estimate that Mr. Marlowe will need to transition into a long-term skilled care facility in the next two to five years.  Read more on Article of the Week: "An Elder Law Case Study – Medicaid and Estate Planning for Mr. and Mrs. Marlowe"…

CASE STUDY: Developing an Estate and Elder Law Plan for Joe and Henrietta

slannikSusana Lannik, Attorney at Law
Lannik Law, LLC
Newton, Massachusetts  02458
617-658-2980

Member of the national ElderCare Matters Alliance, Massachusetts chapter

Joe and Henrietta, ages 80 and 75, have been married for fifty years. They have two children, Joe, Jr. and Liz. Joe and Henrietta own their own home and have savings of $170,000. The home is held jointly; the bank accounts are also held jointly with right of survivorship to each other. Joe is a World War II veteran and has Social Security benefits of $1,200 per month, while Henrietta receives $600 per month. Liz lives with her parents, but works outside the home. Read more on CASE STUDY: Developing an Estate and Elder Law Plan for Joe and Henrietta…

Easy Come . . . Easy Go. There are Ways to Protect Your Legacy

smakuakaneScott A. Makuakane, Esq., CFP
Est8Planning Counsel LLLC
Honolulu, Hawaii
808-587-8227

Member of the national ElderCare Matters Alliance, Hawaii chapter

Callie Rogers, age 16, won $3.1 million in a British lottery.  By the age of 22, the unwed mother of two, having attempted suicide twice, and having spent over $400,000 on cocaine alone (in addition to more conventional luxuries), was broke, living with her mother, and working three cleaning jobs.  She described her sudden windfall as having ruined her life, and she was looking forward to finding happiness once her winnings were gone. Read more on Easy Come . . . Easy Go. There are Ways to Protect Your Legacy…