Elder Law – LWP Marketing Toolit

The Rise of Professional Fiduciaries – Why Families Sometimes Need Outside Help

SM_Admin — Mon, 20 Oct 2025 18:49:07 +0000

In the hustle and bustle of our youthful years, contemplating estate planning may seem like a task meant for a far-off future. Yet, the importance of having crucial documents in place cannot be overstated, even for those under the age of 40.

How to Protect Generational Wealth

SM_Admin — Mon, 20 Oct 2025 18:45:19 +0000

Over the next two decades, we’ll witness the largest generational transfer of wealth in history.

Planning with a Terminal Diagnosis

SM_Admin — Mon, 20 Oct 2025 18:44:46 +0000

A terminal diagnosis brings a whirlwind of emotions and uncertainties, but it also presents an opportunity to take control of the future.

State Rules Matter: Why Medicaid Planning Is Not One-Size-Fits-All

SM_Admin — Mon, 20 Oct 2025 18:28:32 +0000

When it comes to planning for long-term care, many people are surprised to learn that Medicaid—while a federal program—can look very different from state to state.

Navigating the Intersection of Elder Law, Estate Planning, and Financial Security

SM_Admin — Wed, 09 Oct 2024 16:01:30 +0000

As we journey through life, we accumulate experiences, wisdom, and assets that shape our legacy. For many Americans, the golden years of retirement represent a time of reflection, relaxation, and enjoyment of the fruits of their labor. However, this stage of life also brings with it unique challenges and considerations, particularly in the realms of elder law, estate planning, and financial security.

Estate Planning for Couples Marrying Later in Life

SM_Admin — Mon, 29 Nov 2021 14:08:19 +0000

Here are some factors to consider when marrying, or remarrying, later in life.

National Family Caregivers Month Reminds Us that Caregivers Need Help to Avoid Burnout

SM_Admin — Mon, 29 Nov 2021 14:04:08 +0000

President Clinton signed the first National Family Caregivers Month Presidential Proclamation in 1997. Since then, every president has issued an annual proclamation recognizing and paying tribute to family caregivers each November. It is a time to honor those who provide care to ailing loved ones, and to remind caregivers about the importance of caring for themselves.

What is the Medicaid Look-Back Period?

SM_Admin — Thu, 23 Sep 2021 20:37:14 +0000

Medicaid can pay for the long-term institutional care of individuals who meet certain income and asset requirements. However, if the applicant’s assets and income exceed these limits, he or she may not qualify for Medicaid assistance until the limits are met.

What Women Need to Know about Social Security

SM_Admin — Thu, 23 Sep 2021 20:32:57 +0000

While Social Security is a crucial component of many Americans’ retirement income, it is particularly important to women. According to the National Committee to Preserve Social Security and Medicare, 48 percent of elderly unmarried women relied on Social Security for 90 percent or more of their total income in 2017.

A Change to the Rules Governing Reverse Mortgages Provides Greater Protection for Non-Borrowing Spouses

SM_Admin — Wed, 21 Jul 2021 20:28:27 +0000

A reverse mortgage is a loan that allows homeowners age 62 or older to borrow against the equity in their homes and receive a lump sum, a fixed monthly payment, or a line of credit. Reverse mortgages are often used by seniors to augment their income in retirement.