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 Jill Burzynski | Aug 28, 2018 | Blog, Caregiver Issues, Health Care Advocacy
Caregiver strain is important to address. In our practice we often meet with people who are dealing with one of the biggest challenges they have ever faced. Their loved one can no longer toilet, feed, bathe and dress themselves. Watching a family member lose the...
by Jill Burzynski | Apr 30, 2018 | Blog, Caregiver Issues, News Article
Many of our caregiver clients are dealing with the biggest challenges they have ever faced. Their loved one can no longer toilet, feed, bathe, and dress themselves. Watching a family member lose the ability to function and revert to a childlike state is not only...
by Jill Burzynski | Mar 12, 2018 | Blog, Health Care Advocacy, Medicare, News Article
To fight identity theft for people with Medicare, the Centers for Medicare & Medicare Services is issuing new Medicare cards that will not longer include the Social Security number. According to the AARP identity theft has been on the rise among those age 65 and...
