Wispact trusts are a popular topic on our blog (click here for our first four articles WisPACT 1, WisPACT 2, WisPACT 3, WisPACT 4). A quick refresher – WisPACT trusts allow loved ones to set funds aside for a disabled individual’s needs without jeopardizing eligibility for government benefits such as Supplement Security Income (SSI) or […]
COVID-19 has been hard on all of us, but especially on residents of nursing homes. Because nursing homes house our most vulnerable population, extra precautions needed to be implemented to protect them. This resulted in nursing homes being “locked down,” meaning residents were not allowed to leave, nor were they allowed visitors. Early on during […]
Benjamin Franklin has famously said, “in this world nothing can be said to be certain, except death and taxes.” The two depressing topics always seem to go together. Every year, the deadline for filing our income taxes is April 15. But did you know April 16 is National Healthcare Decisions Day (NHDD)? Because death and taxes […]
We have already discussed a bit of background on WisPACT trusts and the process to set up a WisPACT trust. While I strongly encourage clients to look at WisPACT options for beneficiaries with disabilities, there are some circumstances where WisPACT might not be the perfect fit. In those cases, clients can choose to set aside […]
What’s New? If an individual is incapacitated and has a Living Will or Power of Attorney for Health Care (“POA”), a certification of incapacity needs to be signed before those documents can be activated. Previously, this certification was only effective if signed by either two physicians or one physician and one psychologist, both of whom […]
Where do you live? Fox Crossing Where are you from? Menasha My legal practice…has for over 30 years focused on helping families and individuals with issues resulting from aging, disabilities or other health-related planning concerns. I’ve enjoyed being able to achieve very good results for our clients, whether it is helping younger clients with their […]
Where do you live? Appleton Where are you from? Wautoma My legal practice… While I am learning a little bit about many new areas of law, I am primarily learning estate planning and elder law. My family…. My husband, Enrique, and I have been together for almost 8 years and married for almost a year. […]
Long term care costs present a significant financial stress to many families. For certain veterans (and their surviving spouses) the VA offers a pension program that can provide additional monthly income to offset some of the cost of their care. This program is known as the VA Aid and Attendance pension. In order to be […]
Entering a nursing home or assisted living facility can be one of the most confusing and stressful times that a family will ever have. In addition to changing a living situation, families are thrust into an alphabet soup of different government agencies and programs. We have discussed in prior articles the use of irrevocable trusts […]
Where do you live? Kimberly Where are you from? Kimberly My legal practice… Focuses on helping families prepare for the future. My practice concentrates on elder law (making sure seniors’ legal ducks are in a row and protecting wealth from long-term care stays) and estate planning. My family…. Consists of my beautiful wife, Mary, our […]