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Updated Numbers in Special Needs and Long-Term Care Planning
February 5th, 2025
As we step into 2025, we want to update you with the latest financial limits and thresholds related to elder law and special needs planning. Below are some of the most important numbers for 2025. As always, we are here to help you and your loved ones…
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How do you name a beneficiary on real estate?
February 15th, 2024
A transfer on death (TOD) deed is a legal document that allows a property owner to designate a specific person or entity as the beneficiary who will automatically inherit the property upon the owner’s death, without the need for probate. The de…
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ASSET PROTECTION PLANNING: FIVE-YEAR TRUST
March 20th, 2023
To qualify for the Maine Medicaid (MaineCare) long-term care benefit, an applicant must have less than $10,000. Certain assets, like the primary residence, do not count towards this asset limit, but those assets are not protected from estate recovery…
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Important Elder Law and Special Needs Planning Numbers for 2023
January 31st, 2023
Each new year means new financial limits and thresholds related to estate planning, long-term care planning, and special needs planning. Below are some of the most important numbers for 2023. As always, we are here to help you and your loved ones pla…
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The Five Ds: When to Call Your Elder Law Attorney
July 21st, 2022
You met with an elder law or estate planning attorney, discussed your goals, and signed documents reflecting your wishes. With a sigh of relief, you store your documents away and check that item off your to-do list. But wait! Don’t forget to mark y…
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What is Elder Law?
March 30th, 2022
Elder law is more about the clients we serve than the type of legal services we provide. It’s not just wills and trusts, and it isn’t just for folks we would traditionally consider “elderly.” Our planning solutions apply long before most peop…
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The Family Camp
July 6th, 2021
As summer kicks into high gear, many Mainers are spending more time at the family camp. Whether you call it a camp, cottage, or cabin, the place where your family comes together is special, and you might be thinking about what will happen to it in th…
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MAINECARE PLANNING: TOP 10 MISTAKES
June 8th, 2021
Assuming Medicare covers expenses Medicare does not pay for indefinite, long-term care like custodial care. In a facility, Medicare only pays for skilled nursing and rehabilitation services following a hospital stay of at least three days. Medicare w…
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Breaking News: Remote Notarization and Witnessing Valid in Maine During COVID-19 Emergency
April 8th, 2020
Maine Governor Janet Mills issued an Executive Order on April 8 authorizing remote notarization and witnessing of legal documents like Last Wills and Testaments, Financial Powers of Attorney, and Advance Health Care Directives. We will continue to of…
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Advantages of a Last Will and Testament
September 1st, 2019
There is no law that requires you to have a will to transfer your property at death. Creating a will is a personal choice. If you do not want your property to be transferred according to state law upon your death, you will need to leave your own inst…
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Categories: Estate Planning, Wills & Trusts