Oct 16, 2017 | Adult Children, Directive to Physicians, Elder Law, Healthcare Planning, HIPAA Release, Trusts
There may come a time when your parent is no longer safe living at home due to physical or emotional/social concerns. Instead of moving Mom or Dad to an assisted living or nursing home, in-home care can provide a solution that makes everyone happy— your parent can...Aug 4, 2017 | Adult Children, Advance Directives, Advisors, Estate Planning, Long-Term Care Planning, Trusts, Wills
This month’s article comes from Monica Stanley. Monica is a financial advisor for families and small business owners with Edward Jones. She discusses why women business owners need retirement plans. If you’re a woman who owns a business, you’ve got plenty of...Jan 11, 2017 | Adult Children, Long-Term Care Planning, Trusts
Happy New Year! I hope that everyone had a wonderful holiday season. I’m starting the year off with an article that will hopefully get you thinking about the visit home you might have had over the holidays. Being a caregiver can be overwhelming and exhausting....Nov 17, 2016 | Adult Children, HIPAA Release, Trusts, VA Disability, Wills
In this month’s newsletter we will look at the considerations those who want to age in place must consider in order to do that. There are some tremendous challenges when ensuring our homes and communities are ready to support a high quality of life for older adults...Oct 5, 2016 | Advisors, Elder Law, Estate Planning, Medicaid Planning, Trusts, Wills
No matter how much effort is put into planning an estate, the plan won’t work smoothly if the wrong executor is chosen — or, if a living trust, the wrong trustee. This article discusses four common mistakes people make when choosing an executor or trustee. Estate...Sep 30, 2016 | Agent for Disposition of Remains, Cemetery Benefits, Durable Power of Attorney, Estate Planning, Instructions for Disposition of Remains, Medicaid Planning, Trusts, Wills
Many find themselves at a loss regarding taking care of a loved one’s legal and financial matters after death. This article walks through the steps, including locating the loved one’s will or living trust document; conducting an inventory of assets and liabilities;...
