This past week, I had another client who was a caregiving spouse who entered the hospital. She was trying to keep her husband out of the nursing home by caring for him at home and she was the one who …
Articles
Senior Housing Options Numerous
The last several weeks, we have been discussing getting care assistance in your own home. Since you have raised your family in your home and spent most of your adult life there, you had planned on living there until you …
Hiring Non-Family Caregivers in the Home
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, …
My Joint Owner Died – What Do I Do Now?
Mom or Dad has passed away. You or one of your siblings was named as a joint owner on some of Mom or Dad’s accounts or real estate. Maybe Mom or Dad told the joint owner to share the account …
Taking Care of the Kids While You’re Away From Them
You have always enjoyed the family vacations with the kids. However, you need some alone time. You are planning a major vacation. This time you are going without the kids. You have made arrangements for the kids. They are going …
Be Aware of Spousal Pension Options
I am always looking for topics for my column. If you have any ideas for something you would like to read about, please contact me. This week’s topic came from a couple of attendees at our Putting Your House In …
Estate Planning Basics
We have covered a multitude of topics in this column. Every few years I like to cover estate planning basics to give you a refresher on essential estate planning documents. If you think that estate planning as just death planning, …