Blog
The Role of Portability in Estate Tax Planning
When you think about estate planning, tools like wills and trusts often take center stage. But there's another strategy that could save your family millions—and it's often overlooked. It's called portability, and while it can be a powerful way to reduce or eliminate...
State Rules Matter: Why Medicaid Planning Is Not One-Size-Fits-All
When it comes to preparing for long-term care, many people are surprised to discover just how state-specific Medicaid really is. Yes—Medicaid is a federal program, but each state interprets and applies the rules differently. What that means for you? A strategy that...
Protecting Our Loved Ones: How to Recognize the Signs of Nursing Home and Assisted Living Abuse
When someone we care about moves into a nursing home or assisted living facility, we entrust others with something deeply important: their safety, dignity, and well-being. While many care providers deliver compassionate service, elder abuse and neglect remain far too...
Powers of Attorney in 2025: Should You Choose General or Limited Authority?
A Power of Attorney (POA) is one of the most powerful—and practical—documents in your estate plan. Unlike a will or trust that typically takes effect later in life or after death, a POA comes into play while you're still alive, often during an illness, injury, or...
Mind Matters: Understanding the Difference Between Dementia and Alzheimer’s in 2025
At Duncan Legal, PC, we know that understanding a dementia or Alzheimer's diagnosis can be overwhelming. These conditions impact not only the individual but also their caregivers, loved ones, and financial future. As of 2025, Alzheimer's disease remains the most...
Finding the Right Nursing Home in 2025: Why the Five-Star Rating System Isn’t Enough
At Duncan Legal, PC, we understand how emotional and overwhelming it can be to choose a nursing home for a loved one. Families often begin the search with the Centers for Medicare & Medicaid Services (CMS) Five-Star Quality Rating System—a tool created in 2008...
How to Protect Generational Wealth
Why Now Is the Time to Plan for What You've Built Duncan Legal, PC | Helping people solve life's puzzles. We are living through one of the most significant financial shifts in modern history. Over the next 20 years, Baby Boomers are expected to transfer more than $105...
Understanding Medicaid’s Look-Back Rule: What Every Family Should Know
Duncan Legal, PC | Helping people solve life's puzzles. At Duncan Legal, we've seen it time and again: a loved one needs long-term care, and the family is suddenly forced to navigate complex Medicaid rules under pressure. When that happens, choices are limited—and...
How to Preserve the Legacy of Your Family’s Vacation Home
Because the memories should outlast the mortgage. At Duncan Legal, PC, we know a vacation home is more than a piece of property—it's where lifelong memories are made. It's the backdrop for swimming lessons at the lake, evenings spent sharing stories on the porch,...
Why Millennials Need an Estate Plan—And How It Empowers Your Future
At Duncan Legal, PC, we know that estate planning isn't about age—it's about empowerment. It's about protecting the people you love and securing the life you're building, no matter where you are on your journey. If you were born between 1981 and 1996, you're...
