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Understanding why long-term care insurance denials happen and how to avoid them can save families significant stress and expense.

How do I plan for my husband's and my wishes to be honored regarding our care at our home? With a blended family and several grandchildren, we are considering appointing another family member to [...]

My patient was approved for Medicare but denied Medicaid due to having a 401(k). He will receive SSI; however, he is too young to go into his 401(k). Can he appeal the Medicaid denial? If not, [...]

If a person no longer has capacity due to early onset Alzheimer's, how do you get them to a memory facility if they are unwilling?

My husband was on Medicaid in 2009 and 2010. In December 2010, he passed away. In 2013, I filed for bankruptcy because I could no longer afford our home. How does Oregon recover Medicaid benefits [...]

Learn whether it is practical to pay off debt before creating a will or trust. Understand how debt affects inheritance, probate, and your family’s financial security.

Trust funding is the process of transferring the ownership of your accounts and property to your trust during your lifetime.

Many people assume that when they establish a revocable living trust, property held in the trust will completely avoid federal estate taxes after their death, when in fact living trusts do not [...]

Estate planning gives you control over what happens to your assets, your health care, and your loved ones. The myths that prevent people from planning often lead to unnecessary hardship for families.

No matter how well couples plan their estates, no one plans for divorce. Here are some strategies to make sure your wishes are protected during and after the process of divorce.