by DKurfiss | Feb 2, 2026 | Asset Protection, Estate Planning
Every January, CSRA limits (Community Spouse Resource Allowance) change how you will be affected if your spouse needs long term care under Medicaid. Here’s what you need to know about the changes in 2026. When one spouse needs nursing home care or other long-term care...
by DKurfiss | Aug 29, 2025 | Power of Attorney, Advanced Healthcare Directives, Finances
Creating a will and trust is just the beginning of estate planning. You will also want to grant power of attorney (POA) to a person that you trust to handle your financial affairs if you are incapacitated. You will also want to appoint someone to make medical...
by DKurfiss | Jul 11, 2025 | Trusts
People look to trusts to enable them to avoid the often lengthy delays and fees of probate, to reduce taxes, and to protect their privacy, since wills are a matter of public record. Trusts can also enable a trustee to step in immediately without court intervention to...
by DKurfiss | Jul 3, 2025 | Trusts, Estate Planning, Irrevocable Trust, Living Trust, Revocable Living Trust, Revocable Trust
A trust is a valuable tool to take care of your family after you are gone. They enable you to avoid probate for the named assets, protect privacy, avoid certain fees and taxes, avoid lengthy delays, provide financial care for minor children and many other benefits....
by DKurfiss | Jun 9, 2025 | Estate Planning
When you are getting a divorce, it can seem like there are a million moving parts to manage at a time when you are emotionally drained. Child custody, property division, and reorganizing your life can be overwhelming. It can be easy for some critical concerns to fall...