WealthCounsel Staff


Recent Posts

Medicaid Lien And Estate Recovery: A Primer

By WealthCounsel Staff on Nov 7, 2025 9:00:00 AM

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Written by Zach Bloxham, J.D

Medicaid pays for millions of Americans to receive long-term care and support.1 While many know that a Medicaid applicant must meet strict means-tested financial eligibility requirements to secure benefits, many more are unaware that these benefits are often granted with strings attached in the form of federally authorized liens.

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Covering the Bases of Tax Basis

By WealthCounsel Staff on Oct 31, 2025 9:00:02 AM

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Written by Sagar Jariwala, JD, LLM, and Phoebe Stone, JD, MA (Bioethics)

Gift tax, estate tax, generation-skipping transfer tax, inheritance tax, capital gains tax, income tax, and property tax: estate planners must consider all these types of taxes when creating a plan for a client’s assets.

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Current Developments: October 2025 Review

By WealthCounsel Staff on Oct 17, 2025 1:25:04 PM

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In the past month, we have seen significant developments in estate planning, business law, elder law, and special needs law. A state supreme court declined to apply a savings statute to extend the time to initiate a probate proceeding; another state supreme court ruled that signing an arbitration agreement to gain admission to a nursing home is not a healthcare decision; and the FTC dismissed its appeals to implement its final rule banning noncompete agreements. Read on to learn how these decisions may impact your practice.

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