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The Book · Fourth Edition, 2024

Keep the House, Keep the Family.

For twenty-seven years, Pete Halloran has sat at kitchen tables across Virginia, Maryland, and the District of Columbia and said the same quiet thing: plan now, while you still can. That advice — plain, specific, written for the family, not the lawyer — is what this book is. Four editions. Eighty-four thousand copies on nightstands and in glove boxes. The same guidance Pete has given to more than 11,000 families, bound between two covers.

Since 1998 · Richmond, Virginia

From the Editorial Pages

"A rare legal guide that reads like a letter from a patient uncle. Halloran translates Medicaid, probate, and long-term-care rules into decisions a daughter can make on a Tuesday afternoon."

The Washington Post Personal Finance Section, 2023

"If your parents are aging and you have not yet read a book on elder law, start with this one. It is the clearest 300 pages you will spend on the subject."

USA Today Money & Family Column, 2022

"Practical, unsentimental, and almost entirely free of jargon. Halloran writes the way good advisors talk — specific numbers, named documents, real deadlines."

Kiplinger's Personal Finance Retirement Planning Review, 2024

A Walk Through the Book

What you will find between the covers.

The free first chapter arrives as a printable PDF. The full book is organized so a family can read it front-to-back in one long weekend, or jump straight to the chapter that matches the decision on their desk this week.

  1. I.

    The Tuesday Conversation

    How to start the planning talk with a parent who does not want to have it. Scripts, common objections, and the one question that almost always gets a real answer.

    Free first chapter — download below.

  2. II.

    Keep the House

    The five-year look-back, the deed transfer that does and does not work, and the Medicaid-friendly trusts Pete has drafted for more than eleven thousand Virginia and Maryland homes.

  3. III.

    Keep the Family

    Why the second marriage, the out-of-state sibling, and the family business break most estate plans — and the specific documents that hold them together.

  4. IV.

    The Long Goodbye

    Long-term care options, when to spend down and when not to, the difference between a nursing-home level of care and assisted living, and the 90-day Medicaid filing calendar.

A Reader's Letter

"My mother had been in assisted living for six months and my brother and I had not signed anything. We were afraid we would take the house away from her. Pete's book — a copy a friend slid under my door — walked us through it on a Saturday. By Monday morning we had a plan. By the following spring we had saved the house. I have since bought eleven copies for other people."

Margaret D. Charlottesville, Virginia

Letter received by the firm, March 2024. Used with permission; name abbreviated.

Free First Chapter · No Cost, No Catch

Read Chapter One tonight.

Enter your name and email and the first chapter — The Tuesday Conversation — arrives in your inbox as a printable PDF. We will not call you, add you to a list, or share your address. If you decide to keep reading, the full book is available from any bookseller.

One chapter, one PDF, one quiet evening. Read at your own pace.

or

If you would rather talk it through with a licensed attorney — thirty minutes, no charge, no salesperson — Pete reads the calendar himself.

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