As tax day approaches, many elder law attorneys find themselves revisiting conversations that began months earlier during Medicaid planning. One topic that often resurfaces is how income from a Medicaid-compliant annuity will be taxed once payments are underway. While Medicaid eligibility is usually the primary focus, tax treatment remains an important part of the overall planning picture. Tax time is a natural moment to help clients reconnect the dots between the planning st

When I opened AshBer in 2019, this space had very few options. I believed families and elder law attorneys deserved better. I started AshBer with a simple but deeply personal goal. I wanted to support attorneys who guide families through some of the hardest moments of their lives, and I wanted to do that without unnecessary cost getting in the way. Since opening our doors, we have never had to raise our prices. That decision was intentional. Keeping more money in the hands of

Too many plans assume high function until death. Elder law planning assumes decline and prepares for it. That shift in mindset is the difference between simply transferring wealth and actually protecting it.

In the practice of estate planning and elder law, the lines between standard estate planning and asset protection planning can easily blur.