You keep on hearing about trusts. Should you have one or should you not? The most common misconception that we hear on a fairly regular basis is “I don’t have enough assets to have a trust.” I heard it again …
Know What’s in Your Residential Care Facility Contract
You have been caring for your loved one at home for some time now. It has become increasing difficult. Although you have had help coming in to assist you, you are still exhausted. It is now to the point that …
Saving for Retirement with IRAs
Have you been saving for retirement? If not, you are with the majority of American households age 55 and older. According to a 2015 U.S. Government Accountability Office (GAO) report, only 48% of American households age 55 and over have …
Recognizing the Need for Outside Help in Caregiving
Are you or a family member caring for a loved one? Caregivers often don’t recognize when they are in over their heads, and often get to a breaking point. Caregiver burnout can creep up on you without you or anyone …
Top 8 Trust Funding Mistakes
You have your trust. You were told that to make it work, it has to be funded. Your estate planner maybe did a deed or a beneficiary designation, and then you were told that you had to do the rest …