The Forgotten Step in Estate Planning: Beneficiary Designations – Pamphlet

In order for skilled nursing home facilities to receive payment under the Medicare or Medicaid programs, the facility must meet certain federal requirements. The Centers for Medicare and Medicaid Services (CMS) has recently released a final rule revising these requirements. This is the first comprehensive update to long-term care facility requirements since 1991. CMS released…

How do I protect my house? My family camp? My life savings? Those are the most common questions I hear when meeting with a client to discuss planning for long-term care. Long-term care services can include a variety of supports in a facility or in the home. These services are extremely expensive. Seventy percent of…

    Duties of a Trustee As a trustee, you have been named to manage assets, funds, or property for someone else, which makes you a fiduciary. Fiduciary means the agreement is based on trust and confidence. Your basic duties as a trustee are outlined in the Maine Uniform Trust Code, but you should also…