December 13, 2021 •
Estate Planning 
For some, retirement means ‘where will we play today's round of golf?’ For others, it could mean, ‘do I pay for my meds or my rent?’ In either case, a few concerns touch every retiree. The topic of long-term care is one of them, at least subconsciously. The question that causes more than a few sleepless nights is, ‘What happens when I can't take care of myself anymore?’
Read MoreDecember 3, 2021 •
Estate Planning 
For millions of American retirees, Medicare is literally a lifesaver. If we live long enough, most of us will someday benefit from this federal health care insurance program.
Read MoreSeptember 30, 2021 •
Estate Planning ![]()
A power of attorney is an important document. It is, nevertheless, frequently disregarded in estate planning. People usually concentrate their efforts on their wills and trusts, naming a power of attorney at the last minute.
Read MoreSeptember 29, 2021 •
Estate Planning ![]()
For many, there are potential benefits to continuing a life insurance policy or purchasing certain types in retirement, when it comes to taxes, estate planning and long-term care. Here are some ways to use a life insurance policy that you may not know about.
Read MoreSeptember 13, 2021 •
Estate Planning ![]()
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
Read MoreAugust 9, 2021 •
Estate Planning ![]()
Fearing that a romantic attachment in later life will lead to full-time caregiving, many couples are choosing commitment without sharing a home.
Read MoreJuly 20, 2021 •
Estate Planning ![]()
Experts often recommend postponing claiming Social Security. However, there are situations in which you should claim sooner.
Read MoreJune 29, 2021 •
Estate Planning ![]()
Both of my parents entered a facility on Medicaid in January 2020. My dad passed two months later. Their home was sold in December 2020. My mom has been in rehab since a fall. When would the estate recovery begin? It’s confusing.
Read MoreJune 14, 2021 •
Estate Planning ![]()
The bill for long-term care adds up fast. The annual median cost for a private room in a nursing home was $105,850 in 2020, according to Genworth. The government could pick up these costs if you qualify for Medicaid, but that’s easier said than done.
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