Edwin J. Lowry, Jr.
Medicaid to "Millionaire Next Door"


Many people believe the myth that "estate planning" is only for the "wealthy". The reality is that estate planning is for anyone who wants to maintain control over their affairs during life, disability or death. The reality also is that a "plan" is put into place for you by state laws or the courts if you fail to put one in place for yourself.

Even people with "modest" financial resources have options and need counseling as to which options best meet their goals. As a person's estate rises in monetary value, their options and threats can expand. In either situation, the price of "not knowing" can be unnecessarily costly.

For instance, we have seen countless families improperly impoverish themselves when a parent or spouse enters a nursing home. Proper understanding of Medicaid rules could have prevented this in most situations--even in late stages of planning.

This is why "foundational" estate counseling is for anyone who wants to know what their options are and which combination of core documents can give them the maximum control over their affairs during life, disability and death.

HAHN & POLLOCK provides the same level of estate counseling regardless of whether the estate is modest or generous. The tools may change according to resource size but the need to be counseled and informed is the same.
SPECIAL BOOKS FOR SPECIAL PLANNING NEEDS


Candace is co-author with Flordia attorney, Peggy Hoyt, of 2 books: SPECIAL PEOPLE, SPECIAL PLANNING: Creating a Safe Legal Haven for Families with Special Needs and LOVING WITHOUT A LICENSE: An Estate Planning Survival Guide to Unmarried Couples and Same Sex Partners. Traditional estate planning approaches can produce unintended consequences for these two groups of people. The books outline the important factors that come to bear on the lives of these two groups--during health, disability, and at death.

The books are available through the following webistes or on-line retail bookstores: www.specialpeoplespecialplanning.com
www.lovingwithoutalicense.com
www.HAHNPOLLOCK.com
www.hoytbryan.com