Category: Medicaid Planning

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The Skinny on Joint Accounts

August 15, 2019

If you’re starting to think about estate planning, the question of how to manage bank accounts inevitably arises. Creating joint accounts—where you and others share ownership of bank accounts—is an option that many consider. In fact, your banker may even…

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Questions about Paying for Long-Term Care?

August 8, 2019

Will you soon be making the decision to move a family member or loved one into assisted living or a nursing home? Brace yourself. Deciding to place an elderly loved one in a long-term care facility is one of the…

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I Lost My Long-Term Care Insurance. Now What?

July 18, 2019

At a workshop I gave a few weeks ago, a very polished woman came up to me. She told me that she and her husband had purchased long-term care insurance policies many years ago and had been recently notified that…

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