How do you keep life savings from being depleted by nursing home costs? Read our Nursing Home Crisis Plan Case Study to find out one of the ways we helped a client. Quick Summary Mary recently had a stroke and will have to be placed in a nursing facility. She doesn’t want nursing home care [...]
Category: Nursing Home
Trusts are a very valuable planning tool. When people think about estate planning, most people think about wills. While wills are the most basic/common tool for estate planning, trusts are an incredibly effective way to plan for things that wills can’t address. Trusts can be used to: Organize your assets so it’s easier on your [...]
Answer these 8 questions to find out where you stand with your estate planning.
2-year-old Cole has a book that talks about the right and wrong ways to do things. Like, “Do wear underwear. But don’t wear it on your head!” WOULD YOU USE A MICROWAVE TO WASH DISHES? The other day I met with a client who wanted to use their microwave as a washing machine. Okay, not [...]
We all have control issues. Cole, my son, is 2-years-old now. (The Terrible Two’s!) Yes, we have our share of yelling, “NO!!” and throwing full tantrums on the floor. Toddlers are just beginning to understand how they can exert control on the world around them, which makes for an interesting family life for a while. [...]
In our last post we talked about how Elder Fraud is sadly on the rise. In this post we want to give you a heads up about specific types of fraud to look out for. Scams to watch out for from strangers: Fake prizes and sweepstakes Too good to be true investments Donations to phony [...]