In last week’s column, we discussed “hiring” family members to come to the house to take care of Mom or Dad when they are unable to care for themselves. The rules for hiring family members as caregivers are very complicated …
Follow Rules When Hiring Family Caregivers
Earlier this year, we discussed recognizing the need for assistance with caregiving and avoiding caregiver burnout. When Mom or Dad are no longer able to live on their own or maybe they just don’t want to live in their own …
Top Six Estate Planning Questions
I regularly get questions about estate planning matters from individuals who usually start the question with “I’ve heard that…” or “I’ve been told that…” There never seems to be a shortage of people who want to give estate planning advice. …
I am a Life Insurance or Account Beneficiary and the Owner Died – What Do I Do Now?
Last week, we discussed what you should do if you were named a joint owner on an account or real estate, and your joint owner died. This week we are going to talk about named beneficiaries. Let’s say that Mom, …