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Essential Estate Planning

By Carl Zacharia, Esquire

This publication is intended to give you a broad overview of many of the issues involved in Estate Planning - the essentials. It is not a comprehensive review of everything that you need to know. This publication is not a substitute for legal counsel. Rather, it is intended to supplement your knowledge so that when you are speaking to an estate planning attorney, you have some idea of the issues. By reviewing this document, you will have a better understanding and can do some further inquiry when you meet with your counsel.

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Preserving Your Past Protecting Your Future

By Christine Brown Murphy, Esquire

After many years of helping individuals with long term care planning, I felt compelled to write this book to serve as a resource to those individuals in trusted financial advisory roles and relationships with seniors and their families, As our elderly population continues to expand, it is more important than ever to share how an experienced Elder Law attorney can become part of a financial advisory team and serve to complement existing and new client relationships with advice and counsel on how to address long term care costs within the complex worlds of Medicaid, Medicare, and Veterans Benefits. I invite you to come along with me on this journey of learning, enlightening, and solving the problems each of us face, whether personally or professionally, as we move through the aging continuum of care.

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Applying for Medicaid

By Carl Zacharia, Esquire

Almost every person who applies for Medicaid does so without any knowledge of how complex the process is and how the system really works. This book provides you with an eye opening look at how the application process works and walks you through what you need to do to have a successful application experience, including consulting with an experienced elder law attorney.

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Understanding the Five Year Look-Back

By Carl Zacharia, Esquire

Understanding the Five Year Look-Back is a true and complete recitation of what the Five Year Look-Back is really all about and how it works. This book will provide you with specific information that you will not find anywhere else. The Five Year Look-Back is one of the least understood laws in the realm of Medicaid and I will give you an in-depth view of the law AND also share how you can preserve your life savings.

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