Tag Archives: trusts

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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Review your Wills, Powers of Attorney, Insurance policies today!

Situations change, families move, loved ones pass away, children are getting divorced, a grandchild is born with a disability. Your legal and insurance documents are instructions to those handling your final wishes, but it your responsibility to make sure they reflect … Continue reading

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Importance of your Living Will – PART 1

  Create Your Living Will Now to Ease Burdens Later  (Part 1) A living will is a legal document that indicates what medical treatments and life-sustaining measures you want or don’t want. If the time comes when you can’t make … Continue reading

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Wills vs Beneficiary Designations

SO YOU HAVE A WILL! A will is a very important document. It is how your wishes are carried out relating to who or where (possible charity) your assets will be distributed. You may have spent a considerable amount of … Continue reading

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