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 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 | May 26, 2023 | Blog, Caregiver Resources, Elder Resources
Recently a client asked me the question: Does an Assisted Living Facility (ALF) in Florida have to provide activities? This client said that, due to low participation by residents, their facility had given up and was not going to hire a replacement activities...
by Kelly Alexander | May 5, 2023 | Blog, Life Style, News Article
Mother’s Day and Father’s Day are fast approaching. If you have a loved one in a facility you may be wondering about gift ideas. You know space is limited. Your mom or dad is no longer actively collecting. Senior living communities are designed to provide...