The basic Medicaid Rule for nursing home residents is that they must all of their income, minus certain deductions, for their care. These...

According to the 2017 Genworth Cost of Care Survey, a private, one-bedroom, single occupant unit in an assisted living community costs a...

Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in...

IRAs are one the trickiest assets for estate planning attorneys to handle for many reasons. First, they often are overlooked in the...

Medicaid law provides special protections for the spouses of Medicaid applicants to make sure the spouses have the minimum support needed...

What Do You Own? John and Helen have been thinking about updating their estate plan. They called and made an appointment with Paul Plant...

A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows...

The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are...

Special needs trusts come in three main flavors — first-party special needs trusts, third-party special needs trusts, and pooled trusts....

Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space....

What is the best way to find a good in-home caregiver for my elderly mother? Finding a good in-home caregiver that’s dependable,...

Parents and children often have a different perspective on saving and spending. Parents of retirement age today were born during the...

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the...

Atlanta CPA, E. Dennis Bridges, Answers Today’s Question about Family Finances Question:  Help – we need to get on the right financial...

Published December 6, 2013 by The Foundation of the Tennessee and Memphis Conferences of the United Methodist Church The living trust is...

Published October 24, 2014 by The United Methodist Foundation of the Tennessee and Memphis Conferences Business Owner passed away on...

Published September 14, 2012 United Methodist Foundation for the Tennessee and Memphis Conferences “My brother Pete and I own a ranch...

Published August 17, 2012 United Methodist Foundation for the Tennessee and Memphis Conferences Planning for retirement and senior care...