Here’s something that surprises a lot of people: debt doesn’t automatically disappear when someone passes away. When a loved one dies, families are already
Blog
Why Gifting Assets Can Backfire When It Comes to Medicaid
It feels natural to give money to your kids, especially during the holidays. Maybe you’re helping with a down payment, paying off student loans, or
Estate Planning Basics: What Everyone Should Have in Place
Published on October 14, 2020. Last Updated on October 28, 2025. As an elder law attorney, one of the most common questions I hear is,
The Scary Truth About Probate
Probate doesn’t come with ghosts or haunted houses, but it can feel just as frightening for families who aren’t prepared. Picture this: your loved ones
Complete Senior Transitions: A One-Stop Solution to Changes in Senior Living
On a recent episode of The Red Wagon Estate Planning & Elder Law Show, Jeff sat down with Pam Kovalewski and Paul Hayes, the
Is a Medicaid Asset Protection Trust Right for You?
A few years ago, a woman came into our office with worry written all over her face. Her husband’s health was beginning to decline, and
Insecurity Under the New SECURE Act: What It Means for Your Estate Plan
Published on January 29, 2020. Last Updated on October 14, 2025. On December 20, 2019, Congress passed one of the most significant pieces of
Will Your Legacy Survive the Next Generation?
I’ll never forget a story a client once shared with me. Her father had spent his entire life building a successful business. He passed away,
Inside Legend of Lancaster: A Compassionate Approach to Personal and Memory Care
On a recent episode of The Red Wagon Estate Planning & Elder Law Show, Jeff sat down with Sarah Bucher of Legend of Lancaster,
10 Things You Should Leave Out of Your Will
Over the years, we’ve seen just how much thought and love people pour into their wills. It makes sense because a will is one of
Family Conflicts Over Caregiving: How to Protect Relationships and Plan Ahead
Published on June 8, 2023. Last Updated on September 16, 2025. As an elder law attorney, I often see how family relationships can become
Seven Financial Considerations When Downsizing for Retirement
For many people, retirement is not just about leaving the workforce; it’s about starting a new chapter. That new chapter often comes with the question,











