Tag Archives: asset protection

MEDICARE: What it DOES NOT cover

Many families we meet have the idea that MEDICARE will cover most of their LONG TERM CARE costs, like Assisted Living or Skilled Nursing as well as many of the medical costs associated with aging. Some of the costs NOT … Continue reading

Posted in Uncategorized | Tagged , , , , , | Leave a comment

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

Posted in Uncategorized | Tagged , , , | Leave a comment

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

Posted in Uncategorized | Tagged , , , , | Leave a comment

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

Posted in Uncategorized | Tagged , , , , | Leave a comment

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

Posted in Uncategorized | Tagged , , , , , , | Leave a comment

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

Posted in Uncategorized | Tagged , , , , , , | Leave a comment