This is part three of a four part series about protecting money from the cost of long term care. Is it too late to protect your loved one’s money from the cost of long term care?  Do they need care yet?  Are they at home or in an assisted living […]

This is part two of a four part series about protecting money from the cost of long term care. Can you protect money from the cost of long term care?  If you think you already know the answer then please (PLEASE!!!) take a few minutes to listen to this episode.  […]

This is part one of a four part series about protecting money from the cost of long term care.  One of the first things people ask when their loved one needs long term care is, “who pays for care when the money runs out.”  This episode discusses this important issues […]

Your loved one should have a power of attorney.  That way, if they ever become incapacitated you can step in and manage their financial affairs.  However, if they become incapacitated and don’t have a power of attorney there is another, albeit less convenient, remedy available.  In that situation you might […]

One of the first steps when caring for a loved one is to determine what assets they have and where they are.  This episode will discuss a few things to think about when it comes to assets.  It’s easy to miss things – or to think they have more than […]

What If Your Can’t Have an End of Life Discussion With Your Loved One Due to Alzheimer’s Disease or Some Other Dementia? It’s really important to discuss end of life issues with the people you love.  That discussion will reduce the stress and anxiety for everyone involved.  But what happens […]

Banks and other financial institutions don’t like fraud (that might be the understatement of the year).  There are a lot of stories about people using a power of attorney to steal someone’s money.  If a lot of fraud happens via power of attorney documents then they are understandably viewed with […]

When your loved one needs Medicaid benefits you hope that their application will be approved quickly.  But that isn’t always the case.  In this episode I discuss how long it takes to get a Medicaid decision and some of the implications if the decision is delayed. Thanks for listening and […]

It’s hard to care for someone at a big event like a wedding or party.  You want to make sure your loved one can attend the event but you don’t want to spend every moment attending to their needs.  Fortunately, there’s a solution to accomplish both goals. Consider respite care […]

Death taxes confuse a lot of people.  The reality is there are really two big death taxes that people need to know about – estate tax and inheritance tax (you also need to be aware of income tax but that’s not just a death tax and most people are intimately […]