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Joint Ownership Seems So Fair and Easy…
Many families think that joint ownership will make things fairer or even help avoid probate. What they don't know is that it can really cause some problems. It can go a little something like this... Grandad left his property to Dad. Then when Dad passed away he left...
Old Assets Can “Stink” After a While
Years ago, when I was single, I went out of town and a few days later my condo neighbors called 'cause they smelled a terrible stench. Nothing had died, but turns out I had forgotten to take out the trash before I left. (Thanks Mom and Dad, who made arrangements to...
7 Questions to Ask Before the Age of 70
People are living longer than ever these days, and while that is a good thing, it definitely presents challenges. Regardless of you or your loved one’s stage in life, good planning requires that you ask good questions. And asking good questions can sometimes be...
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Protect Your Digital Assets the Easy Way
A few years ago it was fairly unusual to think of including digital assets in your estate plan. These days it is just too important to ignore. So much of our lives happen online. It is crucial to now consider these things when creating an estate plan. What is a...
7 Things To Do BEFORE Your Parent Goes To a Nursing Home
Taking care of these seven things before your parent goes to the nursing home will save you time, money, and heartache. The decision to go into a nursing home is rarely an easy one, but there are things you can do to make the transition is a little easier. In this...
6 Estate Planning Pitfalls to Avoid
Unfortunately, printing a will from the internet and filling in the blanks does not create an effective estate plan. It's best if you take some time to educate yourself about the estate planning process, and that includes estate planning pitfalls to avoid. Here are...
The Difference Between Medicaid and Medicare for Seniors
Medicaid and Medicare are the two primary healthcare programs available to assist seniors with medical expenses. Unfortunately, their names are very similar, so it causes a lot of confusion. In this article, we will try to reduce some of that confusion by summarizing...
How to Pay for Nursing Home Costs
How do you pay the exorbitant fees for nursing home care? And is it possible to keep life savings from being depleted by nursing home costs? Yes! Read our Nursing Home Crisis Plan Case Study to find out one of the ways we helped a client. Quick Summary Mary recently...
8 Keys to Effective Long-Term Care Planning
Long-term Care Planning is one of the biggest issues facing aging adults today. Experts project that nearly 70% of all individuals will need long-term care at some point in their life. And yet, that care is outrageously expensive at a time in life where one is...
Medicaid Help
When a loved one needs nursing home care, that is one of the most stressful things a family faces. We help families every day deal with this difficult issue. One of the biggest concerns is often “how do we pay for it?” Nursing homes are expensive, often $7,000 per...
Is Your Loved One in a Nursing Home?
Is your spouse, parent, sibling, or loved one in a nursing home? Are you worried about running out of money? Have you been told it’s too late to protect assets? These are common concerns we hear when meeting with clients for the first time. Our advice is this: It’s...
4 Questions to Answer When Facing a Healthcare Crisis
Most people don’t connect estate planning and a healthcare crisis. However, as people live longer and face the skyrocketing costs of aging in America, a new aspect of estate planning has emerged. We call it “Life Care Planning.” This type of planning addresses the...
The Driving Talk: How to Talk to Your Elderly Parents About Driving
Adult children face many difficult conversations with their parents, but the hardest may be how to talk to their elderly parents about driving. Before approaching this sensitive topic, it's best to understand what driving means to them -- and it goes much deeper than...