Legacy Design Strategies
Omaha, NE, Minot, ND and Iowa Fall, IA Estate Planning and Elder Law Firm

Estate Planning and Elder Law Blog

Request a Consultation

Sort by Category:

Medicaid Planning Attorney (couple looking at laptop and smiling)

The Benefits of Hiring a Lawyer for Medicaid Applications

Hiring a lawyer for Medicaid applications can offer several benefits.

Posted on: August 26, 2023

What are Biggest Mistakes People Make with Social Security?

With so many ways to claim benefits, especially if you are married or were divorced at some point in your life, small mistakes can add up to a big difference in the amount of Social Security benefits you receive, says a recent article, “11 Social Security Mistakes That Can Cost You a Fortune” from Nasdaq. […]

Posted on: August 7, 2023

Preparing for Your Golden Years with an Omaha Medicaid Planning Attorney

For many seniors, the thought of estate planning can seem daunting, the complex laws and myriad of decisions to be made can be overwhelming. But rest assured, with the help of an experienced Omaha Medicaid planning attorney, this process can be navigated smoothly, ensuring you can enjoy your golden years in peace and security. Why […]

Posted on: July 28, 2023

Can I Age in Place?

The ability to age in place — or live in your own home or community as you age — is based on health, home accessibility, social support, and financial considerations. Therefore, it’s important to carefully assess your unique situation and make informed decisions about aging in place or other housing options in Omaha, based on […]

Posted on: July 3, 2023

Maintaining Independence as You Age

Gathering with the family for a Fourth of July celebration is a heartwarming time for the family’s oldest members. It’s a day to celebrate our great nation’s independence, but also a time to take a long look at the generations of the family gathered around the table, making you proud and hopeful for the future. […]

Posted on: June 30, 2023

How Grandfathers and Senior Dads Leave a Legacy of Caring for Their Families

Congratulations, Dad. You’ve raised your children, who now have children of their own. Despite all the obstacles of recent years, the family is thriving. You feel good about how you’ve led your life and are hopeful about the years ahead. The next thing on your agenda: creating a legacy of caring for your family. This […]

Posted on: June 7, 2023

Responsibilities of a Special Needs Trust Trustee

For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can help the individual remain eligible for these benefits while ensuring they have additional financial support. What Is a Special Needs Trust? A special needs trust (SNT) is […]

Posted on: June 3, 2023

Will Making a Gift Conflict with Medicaid?

People usually make gifts for three reasons—because they enjoy giving gifts, because they want to protect assets, or minimize tax liability. However, gifting in one’s elder years can have expensive and unintended consequences, as reported in the article “IRS standards for gifting differ from Medicaid” from The News-Enterprise. The IRS gift tax becomes expensive, if […]

Posted on: May 15, 2023

Caring for Your Aging Mom

Mom’s aging. And the faithful caregiver who has been there for you throughout your life may now be starting to show signs of aging like forgetfulness or anxiety over making big decisions. If dad's passed away or unable to help care for mom, sooner than later, whether she wants to admit it or not, she […]

Posted on: May 9, 2023

Protect Your Elderly Parents from Scammers

Thinking on a very practical level, if you were a thief and had to choose a target, it would likely be someone who has wealth and is vulnerable—the picture of an elderly person, especially one who is likely to be isolated and may have cognitive issues. According to the Federal Trade Commission, consumers aged 60 […]

Posted on: May 1, 2023

PREVIOUS 1 2 3 4 … 17 NEXT