by Alex Alexander | Jul 14, 2023 | Blog
The Trouble with Do-It-Yourself Estate Plans Many times clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own device. They may name their most responsible child as Personal Representative or...
by Alex Alexander | Jul 10, 2023 | Blog
What Happens if Well-Spouse Dies First? Many of our clients have the situation of one spouse needs nursing home care, and the other “well” spouse sell lives at home. When we are able to work with families on financial planning, we often can have the “sick” spouse’s...
by Alex Alexander | Jul 7, 2023 | Blog
Steps to Set up and Manage an Irrevocable Trust A trust is a legal agreement between two or more parties that grants one party, or trustee, specified assets while the beneficiary, or the person for whom the trust is established, retains ownership of said assets. If...
by Alex Alexander | Jun 30, 2023 | Blog
Nursing Home Warning Signs If you have an elder loved one who needs long-term care, how can you be sure that the facility you select will deliver the care, services, and attention your relative deserves? How do you get past the hype in the facility’s marketing...
by Kelly Alexander | Jun 23, 2023 | Blog, Medicaid
On a regular basis we meet with families facing long term care issues who make decisions based upon an incomplete understanding of the laws and rules concerning Medicaid. Sometimes the information is obtained from friends and relatives who have navigated the Medicaid...
by Kelly Alexander | Jun 7, 2023 | Blog, Veterans' Benefits
VA benefits can make a real difference in quality of life, especially for older adults. But not everyone who is eligible will apply. Some will not apply because they believe VA benefits are a government handout. They don’t want charity, so they don’t apply. If you are...
