Category: Eldercare Planning and Organization

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ArticlesEldercare Planning and Organization

Common Reasons for a Medicaid Denial

Applying for Medicaid can be complicated. While applications may seem straightforward, there are many hidden pitfalls where you
Power Of Attorney
ArticlesEldercare Planning and OrganizationEstate TaxFinancial PlanningLegacy PlanningLife EventsTrustsUncategorized

Funding a Trust in 2025: A Comprehensive Guide to Protecting Your Assets and Legacy

Creating a trust is a crucial step in estate planning, but it’s not the end of the process.
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ArticlesEldercare Planning and Organization

Handling an Estate When Someone Has Lost Capacity

When creating an estate plan, for example preparing a Last Will and Testament, one of the critical components
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ArticlesEldercare Planning and OrganizationWills

You Have Been Named Executor of Your Sister’s Will – What Do You Have To Do and When?

Being elected as an executor of an individual’s Will is an important responsibility. Administering a Will can be

ArticlesCaregiversEldercare Planning and Organization

Happy Healthy Caregiver: Balancing Caregiving and Life

Caregiving is one of the most selfless roles a person can take on, but it often comes with

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ArticlesEldercare Planning and OrganizationEmergency Planning

Talking to Your Parents About Money This Thanksgiving: Care, Cash and Conversation

We hope you survived Thanksgiving, and maybe you even enjoyed it? If you have an aging parent, chances

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ArticlesEldercare Planning and Organization

Even Though It’s Turkey Season, Get Your Ducks in a Row

Many articles have been written about Thanksgiving being the perfect time to talk about estate planning – wills,
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ArticlesEldercare Planning and OrganizationEmergency PlanningHealth Care ProxyPet Power of AttorneyPower of AttorneyTrustsWills

Estate Planning 101: The Documents You Need & Why

Most people have the vague idea that estate planning is about passing on one’s assets to loved ones

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ArticlesEldercare Planning and OrganizationHealth Care ProxyPet Power of AttorneyPower of AttorneyWills

How Often Should Estate Planning Documents Like Wills or Trusts Be Updated?

The question then becomes, how often should one change or update living documents such as Wills or revocable
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ArticlesEldercare Planning and Organization

Mental Capacity Requirements in Estate Planning

A primary requirement when signing a legal document, including a Last Will and Testament or other estate planning