Traveling this Summer? Important Things to Do Before You Go

Before you take off for your summer vacation, there are a few important things you need to do in addition to packing and making sure reservations are in order. Among those on your checklist should be reviewing or completing your estate plan. Estate Planning for Summer Travel The last thing you want to think about […]
What is a Health Care Proxy or Power of Attorney for Health Care?

A Health Care Proxy is the person you choose who will advocate for the treatment and care you want when you are unable to advocate for yourself. It is a legal document that declares who you have named to be this person.
Medicare vs. Medicaid

Almost 70% of Americans 65 and older will need some kind of long-term care at some point according to the federal government. A typical annual fee for a priv…
Do I Still Get Social Security If I Receive Medicaid?

It is possible for individuals with disabilities or other qualifying factors to receive both Medicaid and Social Security. However, it is essential to unders…
Is Social Security Counted as Income for Medicaid?

In most cases Social Security benefits will be counted as income toward Medicaid eligibility, however, there are some exceptions. Rules, restrictions, and in…
Can You Afford Long-Term Care?

Long-term care costs can be staggering where at-home care or a nursing facility can easily wipe out a year’s retirement income. Most people grossly underesti…
Living at Home Safely

When someone determines that their limited abilities are keeping them from enjoying the full use of their home or safety is a concern, it is important to tak…
When Is It Too Late to Name a Healthcare Proxy?

Mental diseases like dementia are very challenging for the individual suffering as well as the family members. Mental diseases can also create problems when …
Caring for Mom with Confidence: Estate Planning & Beyond

Today’s topic is close to all our hearts: caring for our amazing moms as they age. It’s a responsibility we take seriously, and it involves two key things: emotional support and planning for the future. What’s the Plan, Mom? Let’s talk estate planning. It might sound intimidating, but a solid plan brings peace of mind […]
Ensuring Your Aging Parent’s Well-Being: The Importance of a Health Care Proxy

As our loved ones age, their health becomes a growing concern. It’s a natural part of life’s journey, but it comes with responsibilities, especially when it comes to ensuring their medical care and decision-making processes are in place. One vital aspect of this is establishing a health care proxy. Understanding the Role of a Health […]