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…
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…
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…
Annuities and Qualifying for Public Benefits
July 11, 2019
Do you own an annuity? Annuities are a complicated subject and even more so when it comes to their effect on the Medicaid or VA Aid and Attendance application process. How can an annuity impact a person’s ability to qualify…