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Medicaid: Five Years of Looking Back Without Penalties

Medicaid: Five Years of Looking Back Without Penalties

Planning for long-term care is important because nearly everyone will require it at some point in their lives. While we cannot predict the timing or level of care, we can take steps to prepare for an unexpected medical and financial…

Why You Should Take Your Social Security Benefit Early

Why You Should Take Your Social Security Benefit Early

In the event that you begin receiving social security benefits early, your benefit amount will not be reduced. Because you will be taking it at a younger age, your monthly payment will be smaller than if you had waited but…

Identifying Elderly Who Are Being Exploited

Identifying Elderly Who Are Being Exploited

People who believe they are making a charitable donation to help less fortunate people are scammed by scammers who take advantage of their good intentions. Auto call lists that easily identify older victims and the ubiquitous online world of emails,…

2022: Long-Term Care Options

2022: Long-Term Care Options

At the beginning of a new year, we all take stock in our lives and make health care plans. Americans continue responding to the ever-present threat of COVID-19 in its many iterations, and we are identifying that which is most…

What It Means to Be a “Fiduciary”

What It Means to Be a “Fiduciary”

A family member or friend may need you to be their power of attorney. Your person may be planning for when they might become unable to take care of their affairs. For example, they might become disabled or incapacitated, and…

A Guide for Understanding the Probate Process

A Guide for Understanding the Probate Process

The probate process involves authenticating the deceased individual’s will, assessing the assets, settling debts and taxes, and overseeing the allocation of the inheritance. After an asset-holder dies, the court will appoint a valid will’s executor to administer the probate process.…

Spending Among Wealthy Retirees Is Low and This Is Why

Spending Among Wealthy Retirees Is Low and This Is Why

Even though we have experienced a cycle of more than 10 years of economic growth, many wealthy retirees are reluctant to spend money for fear of running out of cash. Bloomberg.com is reporting many retirees, and near-retirees are sitting on…

The Uncertain Future of the Aging Middle Class

The Uncertain Future of the Aging Middle Class

As we grow older, physical activities become more difficult, and most seniors will suffer from some form of decline in health. That’s a truth all of us know. What you may not realize is that the aging middle class will…

A Legal Representative Is Vital to Carry Out Your Final Wishes

A Legal Representative Is Vital to Carry Out Your Final Wishes

As we have learned through the coronavirus pandemic, life is precious and unpredictable. Too many aging Americans found themselves with a life-threatening COVID-19 illness in 2020 without legal documents naming trusted love ones to make decisions for their well-being while…

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