Elder Law

Pooled Trusts Currently Authorized to Provide Trust Services in Georgia

As of this writing, the following pooled trusts are authorized by the Department of Community Health to provide trust services…

2 years ago

Advocates Academy: My Dream

My dream is to establish an advocate’s academy. The ultimate name isn’t as important as the mission. It will train…

2 years ago

Secure Act 2.0 allows SNTs holding retirement accounts to name charitable beneficiaries

H.R. 2617, commonly known as the Consolidated Appropriations Act, 2023 (which includes the SECURE Act 2.0), amended provisions in the…

2 years ago

Wills versus Trusts: Do I need a Trust?

What is a Will? A Will, also known as a Last Will and Testament, is a document stating how your…

2 years ago

ABLE Accounts

The Achieving a Better Life Experience (ABLE) Act of 2013 (S. 313/H.R.647) was introduced in the 113th Congress by a…

2 years ago

Spousal Impoverishment Standards By Year

The Medicaid Spousal Impoverishment allowances are updated annually. Below are some of the annual allowance figures we've saved. The most…

2 years ago

2023 SSI and Spousal Impoverishment Standards

The Centers for Medicare and Medicaid Services released the 2023 SSI and Spousal Impoverishment Standards. Among the highlights are the…

2 years ago

Cash, Bank Accounts and Non-retirement Investments and Medicaid

Cash and Accounts Monetary resources can typically be liquidated within 20 days. These include cash, savings accounts, checking accounts, money…

2 years ago

The Dignity Account

One of the issues families consider as loved ones age is whether an elder is susceptible to financial elder abuse.…

2 years ago

Government Bonds and Medicaid

Government Bonds are debt instruments issued by a government entity. The most common form of government bond owned by a…

2 years ago