by Ethan Okura | Oct 11, 2025 | Articles, Asset Protection, Trusts and Wills
We all know that the possibility of incurring disastrous nursing home costs is the biggest threat to most people’s estates today. Now that we have an exemption of $5.25 million from estate taxes, only the wealthiest 0.14% of Americans will pay this tax. In other...
by Ethan Okura | Apr 14, 2023 | Articles, Asset Protection
The economic news continues to get worse and worse. First, here is a brief summary of some of the advice I offered in last month’s Estate Planning Insights column: Make sure that your savings accounts, checking accounts and certificates of deposit are in FDIC-insured...
by Ethan Okura | Mar 14, 2023 | Articles, Asset Protection
When you sign an estate planning document such as a revocable living trust or a will, you appoint someone to handle your assets for you. The person you choose to handle things for you is called a “fiduciary.” A “fiduciary” is in a position of great trust and...
by Ethan Okura | Jun 10, 2018 | Medicaid and Nursing Home Costs, Articles, Asset Protection
In last month’s column, I focused on the history of Medicaid and discussed some of the difficulties that arise when dealing with Medicaid’s many laws, rules and policies. I also told you about some of the problems that people have encountered when applying for...
by Ethan Okura | May 7, 2018 | Medicaid and Nursing Home Costs, Asset Protection
Applying For Long Term Care Medicaid: Can You Do It On Your Own? By Ethan R. Okura Medicaid was created in 1965 as Title XIX of the Social Security Act, alongside Medicare, which was Title XVIII of the Act, under President Lyndon B. Johnson. Medicaid is a joint...
