Posts in 2021

Jun 14 Medicaid’s Restrictions on Gift Giving

A person should not be giving gifts if there is a possibility that a loved one might need Medicaid assistance in the foreseeable ...

Jun 07 Wills and What They Cover

A will is an important part of a comprehensive estate plan that legally states who will receive your property upon your death and ...

May 31 Falling: The Epidemic of Immobility

There is an entire senior industry built around preventative measures and responses to protect older people from falling, and with ...

May 24 Dementia May Cause Poor Financial Decisions

Dementia causes your brain function to severely diminish which can lead to a destruction of your financial well-being. If you are ...

May 17 What to Do If You’re Appointed Trustee

Your friend rose asked you to be her trustee after she made a trust. You want to help, but you’re concerned about all that ...

May 10 What’s Happening to the Aging Middle Class?

As we age, simple things we took for granted as kids become more difficult -- and more expensive. That’s a truth all of us know. ...