Call 309.644.4941 to talk to an attorney today!

The Estate Planning & Elder Law Firm of Jamieson Long & Associates
4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Welcome

Knowledge is power. Regain control and arm yourself with the knowledge you need to make wise decisions. Attend one of our free seminars facilitated by Jamieson Long & Associates team.

Register Below for one of our Free Workshops

Welcome

“Will I Have Enough to Live On?”

Welcome

“How Can I Be Sure My Assets Are Safe As I Age?”

Welcome

“How Will My Family Remember Me When I’m Gone?”

Workshops

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

How Do I Protect My Home and Life Savings?

  • Does my Will protect my stuff?
  • How can I protect my assets for my family legacy?
  • How can I avoid losing everything to Nursing Home costs?
  • How can I protect my family from paying for my care?
  • How can I plan now for Medicaid eligibility in the future?
  • Trusts – How do I know what is right for me? And why?
  • How can my family avoid probate?
  • How can I remain in control and avoid unnecessary court involvement?

 

The average length of stay in a Nursing Home is 30 months.
The average cost per month in Rock Island County is $7000.

Looking at the BIG Picture from Where You Sit

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

“You want to live your life to the fullest now, and have the peace of mind that your wishes will be respected in the future.”

When it comes to your savings and assets, there’s one thing you know: They’re yours and no one else’s.

You’ve worked hard for years at saving and investing. You want to be sure you don’t make a mistake with your money, especially not now.

You want to enjoy the fruits of your labor as long as possible, and stay healthy and strong as long as you can, so you can live your “golden days” the way you’d like, with those you care about most.

You also need to know that great care will be taken to assure your wishes and values are maintained throughout the estate planning process – that the “big decisions” you need to make will be the best for you and for those you love.

It’s important for you to know you are in control and that you can trust the integrity and expertise of your legal counsel to assist you through the confusing legal and financial process of planning your estate.

You want the legacy of your life to include your wisdom, not just your money and assets. And you don’t want to leave any “loose ends” for your loved ones to have to figure out after you’re gone.

You want to live your life to the fullest now, and have the peace of mind that your wishes will be respected in the future. Our team is at your service to assure your wishes become a reality.

Please call our office today to speak to an attorney!

The Estate Planning Process Building Blocks

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

A helpful way to understand the estate planning process is as building blocks. The foundation is a thorough understanding of your needs, goals, dreams and aspirations. You want to be sure you (and your spouse, if married) are taken care of now and throughout your retirement years.

Next, we need to have a clear perspective of your family members and family dynamics – the people who you care about and who will someday receive the benefits of your success. For many of our clients, family includes children and grandchildren. For others, it may be nieces and nephews, friends, or community.

You are “the expert” on family matters. We will depend on you to teach us about your family. You can depend on us to counsel you about the law.

After the foundation of personal goals and family relationships is established, you need to understand how to utilize the law to protect and preserve your assets, save taxes, and enhance your wealth. We will educate you about the legal process so you gain the results you desire and your estate plan becomes a reality.

The final building block of your plan is made up of legal strategies and financial tools to keep you in control. This is the easiest part of your plan, once all the other blocks have been properly laid.

By using this straightforward and efficient process, we will work together with you to build your estate plan exactly the way you want it – resulting in peace of mind for you and security for your loved ones.

Please contact us today for a personal consultation.

Understanding Elder Law Basics

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Your life plan is not complete without addressing your concerns about aging.

Beyond preserving your assets and clarifying your estate plan, you are concerned about maintaining your quality of life and your independence.

You’re also aware that there may be a season in your life when you will need assistance with decision making and care for your health and safety needs. You need to be assured you will be treated with kindness and dignity during your twilight years.

You have questions about a variety of things, which may include many of the following:

  • Wills
  • Trusts
  • Powers of Attorney
  • Medicaid
  • Medicare
  • Guardianship & Conservatorship
  • Veterans Benefits
  • Nursing Home Care
  • Senior Living Options
  • Social Security
  • Disability Planning

We are devoted to providing you with clear, understandable answers to your questions. Contact us today for a consultation.

Our Team is Here to Assist You

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Our unique team has a broad-based background of knowledge and experience that extends beyond the limits of law. Several members of our professional team will be working with you to educate you and your loved ones while helping develop a total life plan customized to meet your specific needs.

Click on the attorneys below to learn more.

Jamieson Long

Attorney at Law
JamieLong@qcelderlaw.com

Jamieson Long, Attorney at Law, graduated from Northwestern University and the University of Illinois College of Law earning a B.A. and J.D., respectively. He is a gifted communicator and compassionate educator, helping families in the areas of Elder Law and Estate Planning. Jamie belongs to the National Academy of Elder Law Attorneys, the National Network of Estate Planning Attorneys, and is a charter member of the Academy of Special Needs Planners.

×
Jamieson Long

Jamieson Long

Attorney at Law

David R. Chanez

Attorney at Law
David@qcelderlaw.com

David R. Chanez, Attorney at Law, CPA, CLU-ChFC, earned his B.B.A from the University of Iowa College of Business in Accounting and his J.D. from the University of Iowa College of Law. David is a CPA, Chartered Life Underwriter, and Chartered Financial Consultant. David’s personal and business tax planning training allows him to provide wise counsel and customized life and estate plans according to the varied aspects of each family’s needs.

×
David R. Chanez

David R. Chanez

Attorney at Law

H. Reed Doughty

Attorney at Law
ReedDoughty@qcelderlaw.com

H. Reed Doughty, Attorney at Law, earned his B.A. and J.D. degrees from the University of Iowa. Reed excels in understanding and counseling seniors regarding all aspects of veterans benefits and is accredited to represent veterans before the Department of Veterans Affairs. He capably assists families in navigating probate, guardianship and real estate matters, and handles all of these concerns for the firm. Reed is a member of the National Academy of Elder Law Attorneys and is a retired US Air Force Captain.

×
H. Reed Doughty

H. Reed Doughty

Attorney at Law

 

We are committed to working in tandem with your financial planner and trusted advisors. You can feel confident that you will have a relationship with skilled, caring advocates who understand your values and know what is most important to you.

Members of your team may include many of the following:

  • Attorney
  • Care Advocate
  • Benefits Advocate
  • Legal Assistant
  • Funding Coordinator
  • Settlement Coordinator

As seasons change in your life, our team will walk alongside you and your loved ones every step of the way with counsel and care.

Our team of dedicated attorneys is skilled in every facet of elder law, estate, and tax planning. We are committed to understanding your wishes and preserving your hard earned assets, while keeping you in control throughout the planning process.

As members of the National Network of Estate Planning Attorneys, “we aspire to the highest ethical professional behavior that will lend dignity to the client, the planning professionals and the planning process.”

Contact us today to learn more!

Contact Us

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Contact Us

The Estate Planning & Elder Law Firm of Jamieson Long & Associates

The Estate Planning & Elder Law Firm of Jamieson Long & Associates
309.644.4941
4101 John Deere Rd | Suite A
PO Box 927 | Moline, IL 61265

Blog

The Estate Planning & Elder Law Firm of Jamieson Long & Associates | 309.644.4941 | 4101 John Deere Rd, Suite A | PO Box 927 | Moline, IL 61265

Are There Ways to Keep a 401(k) Account From Being Counted as a Resource by Medicaid?

My brother is 46 years old, lives in Iowa, and is on Medicaid due to his disability. He has worked full-time for over 20 years and has an employer-matched 401(k) with $20,000 in it. According to the 401(k) plan term, he is not eligible to receive anything from it until he is 59.5 years of age or stops working for his employer. Thus, the 401(k) does not count as a resource for Medicaid purposes now. However, what, if anything, can be done to prevent the money from being counted as a resource once he reaches age 59.5? I understand that he could use the money to purchase an exempt asset, like a burial plot, home, or vehicle, but are there other options? For example, can he transfer the money to a trust or some other financial vehicle to prevent it from being counted as an asset? If so, when can he do so? Can he do it now or must he wait until he is at least age 59.5?

Read more

Do I Have to Transfer My Mother’s Guardianship If She Moves States?

I am the court-appointed guardian of my mother. This guardianship was created by the courts in Pennsylvania. To better care for her I have moved her to an assisted living facility near my home in Ohio. The assisted living facility told me that I must get the guardianship transferred to Ohio from Pennsylvania. Why must this be done?

Read more

5 Rights That Trust Beneficiaries Have

As a trust beneficiary, you may feel like you are at the mercy of the trustee, but depending on the type of trust, trust beneficiaries may have rights to ensure the trust is properly managed.

Read more

If My Mom Gifts Me Money to Buy a House, Can Medicaid Take the House?

My mom wants to give me money to purchase a house – between $14,000 and $24,000. It is my understanding that if she should decide to go to a nursing home within five years they could come back and take the house. Is there any way around this? This is the inheritance that she wanted to give me. I put money down as a deposit on a home before we found this out. What can we do?

Read more

Can Mom Make Changes to Her Will Even Though She Has Dementia?

My mom has been diagnosed with altered mental status including: REM sleep behavior disorder, cerebral degeneration, and non-Alzheimer’s-type dementia, possibly Lewy body dementia. Is she legally able to sign a will and make changes to insurance polices that she bought 20 years ago? If she makes changes and signs the will, would it be void considering her mental diagnosis?

Read more

Can a Medicaid Applicant Stop Receiving Income From a Trust?

My mom recently became a resident of a nursing home and is hoping to qualify for Medicaid. She has had a trust set up for more than five years for her home and also some stocks and bonds. She is receiving dividends from the stocks and bonds in the trust. Can she stop receiving the dividends and have them reinvested into the stocks and bonds in the trust and not have to report that as income to Medicaid?

Read more

Resident-on-Resident Abuse Is Common in Nursing Homes

One of a family’s worst nightmares is their loved one suffering abuse in a nursing home or assisted living facility. Abuse can come from staff members, but a more common source of abuse may actually be other residents. Researchers believe that despite the prevalence of the problem, resident-on-resident abuse is underreported.

Read more

WordPress contact form by 123ContactForm