Archive for December 2022
Medicaid Asset Protection Trust: The “Swiss Army Knife” of Estate Planning
Given the escalating costs of long-term care (in 2022 Orange County nursing homes cost an average of over $13,000 per month), people are anxious to shelter their hard-earned assets from…
Read MoreEstate Planning the Right Way
Almost every week, I receive a call that goes something like this: “Hello Mr. Shapiro, my name is Mary Jones. I need to update my will. It’s a simple will.…
Read MoreWhat Will Be Your Cloud Story?
When presenting workshops and webinars over the past three decades, I often ask the audience, “Imagine you’ve died and are looking down from your cloud at your loved ones below.…
Read More‘Tis The Season of Giving: The Tax & Medicaid Implications of Gifting
During this season of giving, many share their gratitude via monetary gifts to loved ones and friends, but it’s easy to overlook the related legal and tax implications of our…
Read More