Helping People Age With Dignity And Peace Of Mind
This upcoming talk is overdue. You know it, and your parents know it. This discussion centers on housing options for your aging parents. Realistically, the family home is now much too big for them to maintain. In addition, your mother and father, sometimes, could use...
Private equity firms have added health care to their portfolios. And, as a result, nursing home residents are worse off for it. Keep this in mind when conducting research into finding the right nursing home for your aging parent. According to a recent article in The...
Having an estate plan – whether a will or trust – shows that you have the foresight to ensure that your assets get distributed the way that you want them. The benefits of having an estate plan are many and include protecting your beneficiaries, protecting young...
Many people think estate planning begins and ends with a will. While a will does form a key component of estate planning, a comprehensive estate plan may require other tools to meet your particular needs. For instance, a trust may be something that would be beneficial...
As you get older, maintaining your health can come with challenges. In addition to some of the complications that come with aging, you may also have changes in your healthcare coverage. Navigating benefit programs can feel frustrating since it can be difficult to know...
In estate planning, ideally, you want control over important decisions related to your assets and personal matters. This includes matters tied to your health and finances. This is why it remains critical to include a health care directive as well as medical and...
Something does not seem right with your father’s trust, or more like the trustee. Beneficiary distributions have been late or missed. Tax due notifications have arrived, and the trustee is now driving a luxury car. A trustee has specific duties when managing a trust....
Completing your estate plan is an important and commendable step in ensuring financial security for your family in the future. But it is not the last step. In fact, without regular check-ins and updates, your plan can become out-of-date and unable to do the things you...
Your life savings and estate won’t be useful to you after your death, but they will be to your family. You can ensure a comfortable and secure life for your loved ones by setting up a trust that will distribute your estate among them when you are gone. With a trust,...
Some products and services are the same for everyone. But most of the time, you get the best value when you can customize what you are buying for your individual tastes, needs and goals. Just like you would not buy a pair of one-size-fits-all jeans, a generic estate...
