May 2013 – Case Study Issue:
•Mom Can’t Stay at Home Anymore – Now What?
•A Nursing Home Crisis Plan Case Study: How do you keep life savings from being depleted by nursing home costs?
•A VA Case Study: How we helped a WWII vet pay for long-term care?
•Who Do You Call When…?
•Every Estate Plan Needs a Good Helper
•When Are You Considered Disabled?
•3 Myths About Helpers
•7 Types of Helpers You May Need to Watch Out For
•5 Things to Think About Before Naming Co-executors
•2 Types of Help Needed
•The Secret Test for a Helper
•3 Time Periods of a Trustee
•The Checkbook Test
•12 Duties of a Helper