by Deliberato Law Center | Jun 20, 2025 | blog, Estate Planning, Estate Planning Education, Medicaid
The Medicaid 5-Year Look Back can be intimidating, but with proper planning and a little education, you can learn how you can avoid being penalized. Your daughter got married recently, and you’d been saving up for that big day for years. With all the excitement, you...
by Deliberato Law Center | Apr 8, 2025 | blog, Estate Planning, Estate Planning Education
When it comes to estate planning, navigating the complex world of legal jargon can be overwhelming. To help you better understand the intricacies of estate planning, we’ve compiled a comprehensive glossary of key terms. Whether you’re just starting your estate...
by Deliberato Law Center | Mar 3, 2025 | blog, Estate Planning, Estate Planning Education
The following article is dealing with gift tax issues and not Medicaid issues. For Medicaid transfers, any transfer over $500 is looked at as an improper transfer. Before making any gifts, you should consult with your attorney. You’ve worked hard for all you’ve...
by Deliberato Law Center | Jul 31, 2024 | blog, Estate Planning, Estate Planning Education
When it comes to maintaining your estate plan, think of it like unpacking your suitcase after a trip. You don’t just throw your clothes in the closet and forget about them. Instead, you organize, review, and adjust things to ensure everything is in order for the...
by Deliberato Law Center | Mar 27, 2024 | blog, Estate Planning, Estate Planning Education
If you haven’t already filed your taxes this year, you’re probably hard at work gathering your documents and itemizing your deductions. Tax season can be one of the most stressful times of year, but by staying on top of your 2023 taxes—and by looking ahead to your...
by Deliberato Law Center | Feb 28, 2024 | blog, Estate Planning, Estate Planning Education
In life, we accumulate assets—both tangible and intangible—that hold significant value. Whether it’s a family home, a savings account, a business, or even digital assets, these possessions often represent years of hard work and financial planning. Naturally, the...
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