Monthly Archives: May 2023
Helping Your Kids Afford Home Ownership: Dos And Don’ts
If you are a parent, then your children figure into your retirement plans in some way or another. Perhaps your attitude is, “We are finished raising our children; our retirement savings are for us, and if there is anything left when we die, our kids can have it,” but even if this is the… Read More »
Your Estate Plan Should Include Care And Support For Family Caregivers, Too
Aging in place and living close to your children or siblings during retirement is the obvious choice for many members of close-knit families, especially if they are already living with other adult family members besides their spouse while they are still in the workforce. On the surface, relying on your family for care seems… Read More »
What Does Medicaid’s Five-Year Look Back Rule Have To Do With Your Estate Plan?
Relying on Medicaid for nursing home care is no one’s idea of a dream come true. Once you enter a nursing home as a Medicaid recipient, the state does everything within its power to reimburse itself for its so-called generosity to you. Your Social Security check goes straight to Medicaid, and you get a… Read More »
The Most Fun Part Of Estate Planning: Taking Inventory Of Your Memorabilia Collection
What is it with old guys collecting old stuff and talking endlessly about it to anyone who will listen? Your grandpa had his coin collection, your dad had his baseball cards, and the neighbor who lived down the street had a garage full of model trains. Some guys love vinyl records, some love old… Read More »