fbpx

5 Tips for Helping Aging Parents with Finances

Money is a sensitive topic Managing financial matters is an important part of caring for a loved one who is struggling to keep up due to age and bad health. However, it can be tough to convince someone that they need help, even if all the signs are there. That’s why helping aging parents with […]

Continue reading

When will it be safe to visit my mom in a Nursing Home again?

I wish I had an answer. The balancing act of protecting your vulnerable elderly parent from a virus, which has hit Nursing Homes hard and making sure that their residents have their need for visitors met is not easy. Nursing Homes and Assisted Livings are in the last group of places that will be allowed […]

Continue reading

Nurses the Unsung Heroes

It is nurse appreciation week. Right now, everyone is noticing how nurses sacrifice their health for others. They do this every day, we know there is a very contagious virus impacting the world, but everyday nurses encounter very contagious bacteria, and other contagious viruses. They do this because they care for others. My Aunt Floella […]

Continue reading

Can I just do my Estate Plan online?

Yesterday a caller asked me, “Can I just do it online?”; and yes there are many online services that will prepare Wills and Trusts. I have reviewed several of these programs and for a fee will review a document you prepare yourself. I have seen documents prepared by various online services, and been to probate […]

Continue reading

Planning Your Estate – In times of Turmoil

Today, we are in times of turmoil. We are worried about getting sick, and we are aware that our days might end sooner than we want. No one wants to think about all the what-ifs. What if I die? What if my loved one or I get dementia? Will we lose all our money paying […]

Continue reading

Who else has a strong opinion about Ventilators and what they want at end of life? I know I do

I have a very strong opinion about what I would want if I needed a Ventilator; with only a 20% chance of getting off a ventilator and surviving, I would only want that if I could survive, and if in 14 days I was not better I would want it removed. This may not be […]

Continue reading

Elders at risk of isolation

As fears of Covid-19 infecting Nursing Homes and Assisted Livings facilities are forced to prohibit visitors. This leaves elders isolated. Calls must be put through and cards delivered. If possible try to see your loved one through a window. I know nothing is like being close enough to touch your loved one. I know for […]

Continue reading

If Hospital Won’t Allow Visitors Here is what you need

If your loved one is in a Hospital, Nursing Home or Assisted Living and they are limiting visitors to prevent the spread of the Corona Virus this is what you need to do: Does your loved on have an Advance Health Care Directive? If so find it, see who they named as their agent (the […]

Continue reading

Protecting My Clients from COVID-19

It is my goal to ensure the health and safety of both our clients and staff. We are closely monitoring the outbreak developments and CDC recommendations regarding the Coronavirus (COVID-19). Please read below about the steps we are taking to prevent the spread of this outbreak: I am taking proper precautions as determined by the CDC […]

Continue reading

Why are Living Trusts called “Living Trusts”?

At my recent Seminar one of the questions was “Why are Living Trusts called “Living Trusts”? The person who asked is very intelligent and it is a really good question especially since Living Trusts focus on planning for what happens to your estate when you die, avoiding probate and taxes. The term Living Trust has […]

Continue reading
1 2 3