Archive for Legacy Planning

Advance Care Planning: A Critical Component for Building Client Relationships

By Paul Malley, President of Aging with Dignity More than 30 million people have already used Five Wishes. It’s available in 29 different languages and used by organizations, healthcare providers, and faith communities of diverse faiths from across the country and the world. Because it’s translated into 29 languages, it’s appropriate in very diverse populations […]

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Posted in: Legacy Planning, Medical and Long-term Care Planning, PLAN for Retirement Readiness, PROTECT the Plan from Retirement Risks

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Elder Law Basics Part 2

By Amber B. Woodland, Esq., Partner at ProcinoWells & Woodland, LLC. The first half of this article was published in our July 2017 issue, and covered the basic definition of elder law, what is Medicaid, payment options for long-term care costs, how to qualify for Medicaid, the Medicaid asset or resource test, Medicaid transfer penalty […]

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Posted in: Legacy Planning, Medical and Long-term Care Planning, PLAN for Retirement Readiness, PROTECT the Plan from Retirement Risks, Retirement Income Management

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Elder Law Basics

By Amber B. Woodland, Esq., Partner at ProcinoWells & Woodland, LLC. This is a topic that I am extremely passionate about. I love what I do; I love serving my community and seniors in my community and helping their families every single day. Most of us know of someone or have a loved one, friend, […]

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Posted in: Legacy Planning, Medical and Long-term Care Planning, PLAN for Retirement Readiness, PROTECT the Plan from Retirement Risks, Retirement Income Management

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