The financial exploitation of elders is a devastating problem. The annual losses in the United States is estimated to range in the billions of dollars. There is, however, quite a bit of divergence in the studies because it is a seriously underreported problem. There are two basic types of financial exploitation of elders. The first is stranger […]
Providing For Special Needs Grandchildren in an Estate Plan
Planning for special needs grandchildren, or other relative other than your own child, in your estate plan is a great way to help provide for their future once you are gone. However, it needs to be done the right way. People with special needs are often dependent, either now or later in life, on government assistance […]
Special Insurance Needs For Special Needs Parents
Special needs parents tend to think of themselves as a team asking, “What happens if something happens to us?” But, the focus really should be on what happens if something happens to one of you. What we typically see is that one spouse works and the other one provides or serves as the primary caregiver […]
Don’t Fall Into the “Things Are Too Hectic Right Now” Trap
Last week we discussed when planning should start, which we determined the sooner the better for getting the best results in protecting your life savings from long-term care costs. However, sometimes even the best intentions give way to daily life and the overwhelming feelings that may arise from the very situations the planning is intended […]
Why do I need an Asset Preservation Plan?
“I’ve made it clear to my family to never put me in a nursing home. So, why do I need an Asset Preservation Plan?” While no one wants to or plans to go into a nursing home, the hard fact is that some of us will have to go into a nursing home in our […]
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