29 Dec 2017
using home equity to fund medical costs
My client, Dora, lives with her adult son, Ivan, who has special needs. After Dora’s husband passed away, she was More
money / work
10 Dec 2017
7 ways to prevent financial elder abuse
It seems barely a week goes by that I don’t hear a story about theft of assets from seniors. While forensic accounting More
7 Nov 2017
how digital assets figure into estate planning
As digital assets, electronic communication and electronic information continue to grow, it has become more and more necessary for clients to address More
16 Oct 2017
it’s medicare enrollment time!
Not everyone has to remember to enroll in Medicare. If you are already collecting Social Security, you’ll get Medicare Parts A and B automatically. In More
16 Oct 2017
transitioning into retirement
While the transition into retirement can be an exciting time for people, it can also be a stressful period. On the Holmes-Rahe Stress Inventory, a “life More
9 Oct 2017
can a person with cognitive impairment sign legal docs?
When someone begins to exhibit signs of Alzheimer’s or dementia – or perhaps even has a diagnosis of some type of cognitive impairment, they often More
2 Oct 2017
5 things i wish i told my dad
In 2014, my father was diagnosed with Lewy Body Dementia which is the second most common type of dementia after Alzheimer’s disease. Little did my family know More
25 Sep 2017
still have questions about reverse mortgages?
We recently sat down with Alice Tseng, a licensed loan originator who works exclusively with the Home Equity Conversion Mortgage (HECM) program, to address More
18 Sep 2017
7 best tips for organizing your estate now
Beyond preparing and updating the legal documents in estate planning, people often ask how else they can best organize their estate. Here are seven tips worth More
11 Sep 2017
4 things scammers hope you don’t know
Many people have heard the great news about the new Medicare cards… we had a party when we first found out! However, there still seems to be a lot of confusion More
28 Aug 2017
insurance news: hybrid policies
Amy and Jeff W. reached out to me just days after Jeff’s father had passed away, Along with other family members, they had cared for Jeff’s father for three years. More
17 Jul 2017
the role of an executor
As executor for an estate, the job of fulfilling a loved one’s wishes, may seem opaque at best. But if you understand the purpose behind the work, it will go a long way More
10 Jul 2017
paying for long term care
“My loved one needs long term care but can’t qualify for Medicaid…..”
I hear this time and time again. However, more often than not, caregivers do not have accurate information. As a result, they either exhaust their own time and/or More
29 Dec 2017
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medicare or a map?
The first Medicare program was created and administered by the federal government in 1965. Original Medicare More