A Consumer’s Guide to Medicaid Planning & Division of Assets

In this booklet, you’ll learn:

» The difference between Medicaid & Medicare
» Why you might need Medicaid Planning
» Asset limits and requirements to qualify for Medicaid
» Answers to common questions
» Case studies for a variety of scenarios

estate plan overview free download

An Estate Plan Overview

In this booklet, you’ll learn:

» The different ways you can transfer assets to loved ones
» Whether you need an estate plan
» What each estate planning document is, and why you might need them
» What goes into the estate planning process
» How to find the best estate planning attorney for your needs

Legal Steps to Take Upon the Loss of a Loved One

In this booklet, you’ll learn:

» The after-death checklist
» How assets may be distributed depending on whether your loved one had an estate plan in place
» The next crucial steps you MUST take after the loss of a loved one

The Nuts & Bolts Guide to Veteran’s Benefits

In this booklet, you’ll learn:

» How to avoid the “Medicaid trap”
» Veteran’s Administration compensation and pension benefits fact sheet
» Benefits at a glance
» VA benefits checklist

Gain Access to Our Resource Library for Free!

Our team of estate planning and elder law attorneys has compiled this library of resources based on the questions our clients regularly ask, and the issues they regularly face. We hope these resources are as valuable to you as they have been to our many clients, past and present.

To gain access, just enter your name and email in the brief form below and select which booklets you’d like.