Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.
One often unrecognized fact regarding drug pricing is the difference in bargaining power depending on what agency or group is doing the bargaining.
Understanding the different treatment of gifts by the IRS, Medicaid and VA systems can ensure that property passes as expected.
As government programs do not cover all expenditures related to these categories, ABLE accounts can be used to pay for shortfalls.
A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.
If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. You probably know — or are learning — that it’s a big responsibility.
There are other types of policies and investments that you can use to get long-term care benefits.
For those of us with aging parents or other loved ones, there are some important things to consider.
For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.
Adult children typically don’t have to pay their parents’ bills. However, there are exceptions. Even when a child doesn’t have to pay directly, debt could reduce what they inherit.
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Mesa, AZ 85209
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Gilbert, AZ 85296
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