We’ve all had it happen. It’s been a bad day, the kids are screaming, the dog gets out and terrorizes the neighborhood, the washing machine overflows, all heck is breaking loose and the phone rings…And it’s your friend on the other end, asking “How’s it going?” You put on your happy face, smile and say… “Just fine” Alzheimer’s caregivers are …
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The Caregiver & Stress
As baby boomers age, more of them are providing care for their elderly loved ones. This can range anywhere from simply checking in on a loved one to make sure they are OK; to planning meals and managing their medications; to assisting them with daily activities, such as bathing and dressing. The people who provide this care do so out of love, …
Gifting – Gift Tax Law vs. Medicaid Law
Are you being told by a friend, accountant, or financial planner that you can give away $17,000 per year to your children and do not have to worry if you need nursing home care? Depending upon your age and health, this could be very dangerous. Financial planning doesn’t always take into consideration long-term care planning. Many …
When a Loved One Dies
After a loved one dies, there are many issues that need to be addressed to wrap up the person’s legal and financial affairs. The following is a checklist of issues to consider: The funeral home should take care of providing you with certified copies of the death certificate. The number of death certificates you need will depend on the assets …
How to approach your parents about their estate plan
We often hear from children who are concerned that their parents may not have an estate plan in place. The children are worried that if something happens to one or both parents, the children will not be equipped to assist their parents, and many times the children have no idea where the parents stand financially. Understandably, these subjects may …
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