Estate Planning in the New Year Using Trusts
With the start of a new year, are you thinking about your financial health for 2021 and beyond, including estate planning? In addition to a last will and testament, there are other tools you can use, such as trusts, to protect and transfer assets to loved ones. ...
5 Tips to Use When Talking to Your Parents About Long-Term Care Over the Holidays
Have you considered that one of the most common side effects of aging parents seems to be an inevitable change in family dynamics? After being taken care of by your parents your entire childhood, followed by enjoying a beautiful co-existence with them as adults, it...
The Danger Of Making Holiday Gifts When It Comes To Long-Term Care Planning
‘Tis the season to give and receive, but did you know that this can have significant consequences if you need to apply for Medicaid in the next three to five years? Can gifts impact Medicaid eligibility? Yes, this can have impacts for both the giver and receiver....
How Do I Choose an Estate Planning Attorney Near Me?
Have you considered the fact that choosing the right estate planning attorney can be important to ensuring that your estate is properly taken care of and your wishes are carried out after your death? When you are asking yourself the question of how to choose an estate...
When Family Caregivers Are Not Enough
Are an elderly loved one’s needs beyond what a family caregiver can provide? In every family, the answer to this question will be different. Family caregivers for elderly relatives are considered essential for many families and deciding to make the transition to...
Medicaid and Medicare Open Enrollment: Remember Medicare is Not Medicaid
Do you get mixed up between Medicaid and Medicare? During Medicare’s Open Enrollment Period, it is important to remember that Medicare is not Medicaid. Let us highlight four differences to keep in mind. 1. Qualifications. Medicare covers adults aged 65 and older and...
Why Estate Planning Awareness Week Matters More than Ever During COVID
Estate Planning Awareness Week, which falls on October 19th to 25th this year, can be a time to review financial wellness and, if you have not done so already, take action to protect yourself, your loved ones, and your assets. Due to the Covid-19 pandemic, now more...
Plan for the Financial Strain from Substance Abuse Disease
Did you know that, each September, tens of thousands of prevention, treatment, and recovery programs and facilities around the country celebrate National Alcohol and Drug Addiction Recovery Month? They speak about the gains made by those in recovery and share their...
Can An Alzheimer’s Patient Sign Legal Documents?
September 21st is World Alzheimer’s day, sponsored by Alzheimer’s Disease International, to raise awareness and challenge the stigma surrounding Alzheimer’s and other forms of dementia. Currently, an estimated five-million Americans have Alzheimer’s disease, yet its...
Can Mom Get All of Dad’s Income? Yes! How to do It.
THE BACKGROUND STORY A few times every year, I visit with an adult child and their mother at my office. They explain that "Dad" is in a nursing home, and isn't able to come home. They realize that the safest place for him is in a nursing home. But Mom can't afford the...