ELDER LAW, WEALTH PRESERVATION STRATEGIES, ESTATE, TAX AND CHARITABLE PLANNING
imagePublications    Click on title to read the publication)

Medicaid & Long-Term Care Planning  
Explanation of the new federal and state changes to MaineCare (Medicaid)

Checklist for Trustee's Responsibilities
Checklist of Duties and Responsibilities of Trustees

IRA BENEFICIARY OPTIONS
Explanation of Beneficiary Options under an IRA

Medicare and Medicaid
Explanation of the Differences between Medicare and Medicaid (MaineCare)

Planning for a Disabled Child
Planning for a Disabled Child - using a Special Needs Trust

Saving Estate Taxes!  
Married People - Planning to save estate taxes as well as protect assets against creditors. Even if you don't have a taxable estate, you still can benefit with creditor protection and remarriage protection planning.

THE NEW STATE OF MAINE ESTATE TAX CHANGE
Maine now has its own estate tax!

What is a Revocable Living Trust?  
Explanation of Benefits of a Revocable Living Trust

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