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If you’ve been thinking about retirement, helping aging parents, or planning for the next phase of life, now is the time to make sure your own affairs are in order. One of the most overlooked—but most critical—steps is creating or updating your estate planning documents.
It’s easy to put it off. Life is busy, and you may feel healthy and capable. But waiting to take action can carry real, lasting consequences for you and your family.
As an elder law attorney, one of the questions I often receive from clients planning for retirement or long-term care is about annuities—what they are, how they work, and whether they’re a good fit for their estate or Medicaid planning strategy.
When planning for disability and end of life, it is important that the plan be made early while you are still competent to express your wishes regarding care. One of the greatest concerns is what will happen to your spouse should long term care be required. Federal and State laws provide some protection of assets for the benefit of the community spouse, but planning ahead will allow you to maximize the amount that can be protected.
