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.

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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.


Tuesday, August 11
2:00 pm – 4:00 pm

Moline Public Library
3210 41st St. | Moline, IL 61265
Get Directions


Thursday, August 13
6:00 pm – 8:00 pm

Stoney Creek Hotel & Conference Center
101 18th St. | Moline, IL 61265
Get Directions

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.

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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.

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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.

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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

High Court’s Marriage Ruling Extends Medicaid Protections to Same-Sex Couples Nationwide

In a landmark decision, the U.S. Supreme Court has ruled that state bans on same-sex marriage are unconstitutional and that states must recognize same-sex marriages performed in other states. Among other implications, the ruling means that gay couples living in states that previously did not recognize their marriage will now be covered by Medicaid’s “spousal impoverishment” protections and asset transfer rules. Of course, marriage is for better and for worse, and the Medicaid implications of getting married or having a marriage recognized can be helpful or detrimental depending on the couple’s financial circumstances.

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Nearing 65 and in a Marketplace Plan? Medicare Is Almost Always Your Best Bet

Are you approaching age 65 and currently covered by a marketplace health care plan under the Affordable Care Act (aka “Obamacare”)? If so, you should think carefully about your options. While it’s possible to keep or renew your marketplace plan once you become eligible for Medicare, there could be steep costs for doing so, and switching to Medicare is viewed as the best option in virtually all cases.

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What Do We Do When the Medicaid Agency Won’t Respect Our Power of Attorney?

My 89-year-old mother-in-law was cut off from Medicaid because she did not fill out some forms. She has been in and out of the hospital the last few months and is now on her deathbed in the hospital. When we called the Medicaid agency and tried to straighten things out, the agency refused to talk to us, saying they have to talk to my mother-in-law directly. When we explained she can’t call them, they still wouldn’t talk to us. We faxed them the paperwork, signing her name because my wife has power of attorney, but it hasn’t done any good. Meantime the bills are piling up. What can we do?

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How Will a Gift to Charity Affect My Medicaid Application?

Is a charitable gift to a community foundation subject to Medicaid look-back? I would like to give some money to a local foundation so they can set up a fund to distribute grants to certain area charities. If I have to apply for Medicaid to pay for a nursing home within five years of donating the money, will the gift affect my application?

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How Do an Estate’s Debts Get Paid?

An executor is the person responsible for managing the administration of a deceased person’s estate. One of the executor’s main jobs is to pay people or institutions to whom the estate owes money — the estate’s creditors. This can be an overwhelming task, especially when dealing with the death of a loved one, but it is important to follow the right procedures to avoid unnecessary problems and expenses.

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Will Cash Payments to a Caregiver Disqualify Mom from Receiving Medicaid?

My mother-in-law is widowed and has been bedridden for one-and-a-half years. We currently have live-in help to assist her 24/7 in her own home. We have been paying this person in cash without a detailed paper trail of expenditures. If my mother-in-law needs to be placed in a nursing facility, how will the Medicaid look-back regard the cash payments? Will we be held accountable fiscally for the one-and-a-half years of cash payments for her at-home care?

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Can a Grandchild Qualify Under the Caretaker Child Exception for Transfers?

On the advice of my mother’s attorney and because of my mom’s advanced dementia, we were encouraged to transfer the title of her home to my sister, my brother, and me equally. My sister’s son, moved in with mom over two years ago to provide basic in-home care and security for his grandmother. Over the past several months mom’s dementia progressed to the point that she could not take care of her personal hygiene or dress herself. At that point we were encouraged to find a nursing facility with an Alzheimer’s wing or section. We selected a reputable place for her and have been paying over $4,400 a month out of pocket toward her $6,400 a month nursing home bill. Her income of $2,000 covers the balance. The house has been on the market for five months with no one interested in buying it. Can we transfer the house to her grandson, as he was her live-in caregiver up to that point? Would he qualify as a “child caregiver”? Are we stuck trying to sell the house with no relief until the house is sold? Can we deed the house to the state? How do we proceed? We live in Georgia.

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Can My Mother Transfer Her Life Insurance Policy to My Disabled Sister?

My mother’s life insurance policy was purchased to benefit my disabled sister, who receives Social Security disability benefits. My mother is applying for Medicaid and the policy’s value is too high. She needs to spend down the policy in order to qualify, but this will leave my sister with nothing. Is it possible to transfer the policy’s cash value to my sister so that my mother can qualify for Medicaid?

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