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Omaha Medicaid planning attorney

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 […]
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Posted on: July 28, 2023
Aging in place

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 […]
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Posted on: July 3, 2023
Maintaining independence

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. […]
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Posted on: June 30, 2023
Legacy of Caring

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 […]
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Posted on: June 7, 2023
Special Needs Trustee

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 […]
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Posted on: June 3, 2023
gifting and Medicaid

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 […]
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Posted on: May 15, 2023
Caring for your aging mom in Iowa

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 […]
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Posted on: May 9, 2023
Protect Your Elderly Parents from Scammers

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 […]
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Posted on: May 1, 2023
Nebraska caregiver burnout

How Bad Is Caregiver Burnout?

Chief among the findings of a 2022 AARP survey of Nebraska voters is an emphasis on improving support for families providing long-term care services who are likely to suffer from caregiver burnout.  Changing workplace policies for employees who serve as caregivers to provide unlimited unpaid work leave as well as increased paid leave for caregiving […]
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Posted on: April 24, 2023

Planning for Long-Term Care and Taxes

Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern—reducing taxes for retirees and their heirs.
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Posted on: April 20, 2023
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Office Locations

Omaha, NE Office

9859 South 168th Avenue,
Omaha, NE 68136

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Minot, ND Office

7 Third Street SE, Suite 202,
Minot, ND 58701

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Iowa Falls, IA Office

320 North Oak Street, PO Box 295,
Iowa Falls, IA 50126

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Some Of The Areas We Serve

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Omaha, NE Office

9859 South 168th Avenue,
Omaha, NE 68136

Minot, ND Office

7 Third Street SE, Suite 202,
Minot, ND 58701

Iowa Falls, IA Office

320 North Oak Street, PO Box 295,
Iowa Falls, IA 50126

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