Apr 15, 2019 | Estate Planning, Healthcare Planning, Trusts, Wills
Estate planning is important for people of all ages, but as we age, the need for planning becomes even more critical. Many people avoid estate planning because they do not want to think about the end of life, failing health or disability. Others believe that an estate...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...Apr 6, 2017 | Long-Term Care Planning, Medicaid Planning, Wills
The concept of hospice as medical treatment is a relatively new concept. Physician Dame Cicely Saunders introduced the idea of specialized care for the dying. She began working with the terminally ill in 1948 and started the first modern hospice center in London in...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;...