Our Blog
Popular Posts
VA Benefits Could Save You Thousands: Find Out If You’re Qualified
Imagine if there was a resource out there, specifically for wartime Veterans like you, that could help you pay for senior care costs such as nursing homes, assisted living facilities, and even in-home care. The US Department of Veteran Affairs provides a tax-free...
Understanding the Realities of Aging Without Family Support
As you age, it’s natural to start thinking more about your future, especially if you don’t have the support of family members close by. The reality is that aging comes with its own set of challenges, and navigating them can feel overwhelming when you’re facing them...
Estate Planning vs. Life Insurance: Key Differences Explained
“Is estate planning the same as having life insurance?” — Julie H This is a great question and one that we hear often. The simple answer is no. Estate planning is not the same as having life insurance. However, owning a life insurance policy or having a few different...
Our Blog
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 $10,000 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...
Bills, Debts and Taxes: Will your debts die with you?
So, who pays your debts when you’re gone? Your spouse? Your kids? What happens when someone dies, leaving debts and not enough money to pay them? The Good News About What Happens to Debts When You Die Here’s the good news: No one else is required to pay your debts, as...
How to Choose an Excellent Estate Planning Attorney
A recent survey on estate planning showed that 53% of respondents said it's difficult to find an advisor they trust. We understand how hard it is to choose an estate planning attorney. After years of working with many, many clients, we feel pretty good about knowing...