Search Results for: wartime

Estate Planning
The Estate Planning Is Simple The goals for most people is to stay in control as long as they are alive and well.  When they’re not, a hand-picked trusted person follows your wishes and interests according to your “Rule Book”. You know your family the best.  Make sure that you write a plan that is  […]
Edmond Oklahoma Trust Attorney
    Edmond Oklahoma Trust Attorney Creating a Family Trust can accomplish several goals: Probate avoidance Asset Protection Medicaid Benefit Planning Wartime Veterans Pension Planning Delayed distributions Estate Tax Planning Property management Special Needs Protection of vulnerable or irresponsible heirs Flexibility and ability to change Edmond Oklahoma Trust Attorney Family Trust: A Trust is an […]
Life Estates
Life Estate: A life estate is when ownership in land is split into two parts. The first part is the Life Estate which is owned by the “Life Tenant” who is entitled to possession and enjoyment of the property as long as he or she is alive. The second is the remainder interest which belongs […]
Serving Others Together
It Is All About Service As a professional adviser people look to you for answers and solutions. When your clientele need assistance with legal issues please think of me. Commitments: Your clients’ information will remain confidential. With their permission, I will provide you updates on the issue. I will promptly address their needs. If I […]
Medicaid Nursing Home Eligibility
  Medicaid Eligibility Medicare is a health-care benefit provided by the federal government to individuals over age 65, or under age 65 and disabled. Medicare covers doctor visits, tests and care provided in a hospital and limited benefits in a nursing home (see below). Medicaid is health insurance for those with limited assets. To qualify, […]
Convert Life Insurance into a Long Term Care Benefit Plan
Mom is aging and needs lots of care but has limited resources. The family is looking for a way to cut her unneeded expenses while meeting her needs. One expense that families consider cutting is a life insurance policy. After all, most of us purchase life insurance to pay for living expenses of a family, […]
Aid and Assistance Application Package, Do It Yourself DIY
 Here are important forms that are used to apply for Wartime Veteran’s Benefits. Note:  This is to be used by Veterans and their families only.  These are forms and general instructions for those who believe that they are financially qualified to receive benefits.  Generally, the Veteran must have less than $80,000 in countable assets to […]
Can Someone with Dementia or Alzheimer’s Sign a Will?
Can Somebody with Dementia or Alzheimer’s Make a Will? Yes, but there may be a point where this becomes impossible. Families often face a difficult situation when they receive a Alzheimer’s or dementia diagnosis.  Often, the signs preceded the diagnosis.  Whether an individual is dealing with a suspicion or “official” diagnosis, there may still be […]
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