Archive for February 10th, 2012

Medicaid planning v. personal responsibility

Estate of Denial® has written numerous pieces on Medicaid planning with the latest being a posting in April.  With ongoing interest in this topic, we took note of the following column: The duty of any advisor is to do what’s in the client’s best interest, and any personal biases about the advice given needs to Keep Reading…


Outagamie County District Attorney Carrie Schneider: Former guardian could face new charges (WI)

APPLETON — Outagamie County Dist. Atty. Carrie Schneider may file additional charges against Jeffrey M. Schend, a former Appleton guardian accused of stealing about $500,000 from elderly and disabled clients he was appointed to serve. Meanwhile, an exhaustive investigation continues into every financial transactions Schend made while acting as a corporate guardian. Schneider declined comment Keep Reading…