Tag Archives: asset protection

Sharing your family history – where to start

Part II – Sharing Family History: Where to Start   Every Story Media Guest Blog in three parts (this is #2 of 3) In this three-part series, Lyn Jackson of Every Story Media looks at why it’s important to capture … Continue reading

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Long Term Care…….. are you part of the 70%

In the 2000, almost 10 million people needed some form of long-term care in the United States. Of this population, 3.6 million (37%) were under age 65 and 6 million (63%) were over age 65 (Roger & Komisar, 2003). Almost … Continue reading

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Cost of Skilled Nursing and What to do?

Why even discuss skilled nursing? There are some statistics that everyone needs to know. 1. At least 70% of people 65 years old and older will need some type of long term care in their lives.  Many will require Long Term Skilled Nursing … Continue reading

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TRUST ADMINISTRATION CHECKLIST

You are the Trustee? Many Trusts are set up in a way that the Trustee can “Administer” the trust without additional professional assistance.   In those cases, here is a sample “checklist” of those tasks that need to be completed: Obtain … Continue reading

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An “Estate Plan”………. I don’t need one!

So many people ask themselves –   “do I really need an estate plan?” The easiest way to answer this question is with several more questions: If I die without a will, what happens to my home, my money and how … Continue reading

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