by David Edwards | Oct 5, 2021 | Aging Parents, Asset Protection, Asset Protection Trusts, Cost of Poor Planning, Elder Care Advising, Long Term Care Risks, Nursing Home
Where do you turn when an aging parent is diagnosed with dementia or suddenly has a stroke? What do you do when your family hits a situation where mom, dad, grandma or grandpa can’t stay at home anymore? What if a loved one is struggling with health issues that you...
by David Edwards | Sep 2, 2021 | Aging Parents, Asset Protection, Asset Protection Trusts, Family Farm, Leave a Legacy, Long Term Care Risks, Nursing Home
So, what are life estates or life estate deeds? Sometimes, instead of using a trust, people will use a life estate deed to try and protect a house or farmland. This means they deed the land to their kids but reserve the right to still use the house or the farm as long...
by David Edwards | Apr 27, 2021 | Aging Parents, Asset Protection, Business or Farm, Disability, Divorce Risks, Estate Tax, Family Farm, For Your Business, For Your Kids, Grandchildren, Kids' Inheritance, Lawsuits and Creditor Risks, Marriage & Remarriage, Nursing Home, Parents, Tax, Wills and Trusts
The Bucket List, a 2007 Morgan Freeman and Jack Nicholson movie inspired a lot of people to think about their own bucket lists, or the things they would like to do before they die. While a trip around the world in a sailboat may seem a lot more exciting and...
by David Edwards | Mar 1, 2021 | Aging Parents, Disability, End of Life, Nursing Home, Power of Attorney
End of life documents can be quite confusing and intimidating (the use of acronyms doesn’t help). So we’d like to set the record straight and help clear things up. Let’s start with the types of documents commonly used: POA This simply stands for...
by David Edwards | Mar 6, 2020 | Aging Parents, Nursing Home, Popular
Is your spouse, parent, or sibling 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...
by David Edwards | Mar 6, 2020 | Aging Parents, Nursing Home
We know firsthand that one of the greatest concerns for seniors is the fear of outliving their savings. No one’s vision of retirement includes going into a nursing home. It’s not what you want for you or your spouse. But if it happens, your income and savings can be...
