As we age, we face several challenges and uncertainties. Whether we are coping with age-related health conditions, making decisions about our finances, or thinking about the legacy we’d like to leave … [Read more...]
Banish Annuity Confusion in 5 Minutes
The annuity guy dropped off the proposal and it has occurred to you that you don’t really know what an annuity is. Or you left my office, and I suggested that a Medicaid Compliant annuity (we'll get … [Read more...]
Powers of Attorney: Give Me 3 Minutes!
A power of attorney is an overlooked and under-loved document . . . with all the potential of saving your posterior and avoiding a Class A Mess-up! Even if you DO have a power of attorney it … [Read more...]
Special Assistance Rates to Rise
As I have previously written, Medicaid does not pay for assisted level of care. If you can qualify, the program is called Special Assistance, and it will help with the cost of an assisted living … [Read more...]
The Veterans Parade in My Conference Room
Today, I'm thinking of the 34 year-long veterans' parade held in my conference room. First, if you’re a veteran, thank you for stepping up. Most of what you did was certainly not glamorous. … [Read more...]
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