The Critical Link Between Retirement Planning and Estate Planning

Estate Planning

For most of us, retirement is a goal we hope will allow us to enjoy the fruits of previous sacrifices. While preparation increases the likelihood that we can enjoy our golden years, there are many uncertainties that determine whether retirement is an opportunity or a...

The Worth of Values vs. Valuables

Long Term Care Planning

Previously I have written about the heartbreak I see in some seniors who feel as if they are nothing more than a source of money or assets to those who they leave behind when they pass. No estate can exceed the blessing of the lives and lessons we learn from those who...

What is a “DNR” and Should I Have One?

Frequently asked questions

My clients often hear how important it is to have a Living Will as part of their estate plan. If death is imminent because of a terminal condition, and a doctor certifies there is no chance of recovery, a Living Will is the document that allows you to declare if you...

There Are Solutions

Medicaid Planning

I often share an experience that had a significant impact on me. One of those experiences was meeting with a loving husband who was trying to take care of a spouse who had profound Alzheimer’s. He was exhausted and could no longer care for her alone. His own health...

How Can We Care for the Caregivers?

Medicaid Planning

Imagine you are responsible for the care of a spouse or parent with dementia. He does not recognize you. He needs help dressing or toileting, but his innate modesty causes him to fight attempts to help. In fact, occasionally he reacts aggressively or even violently,...