PODCAST: Probate: When It’s Necessary & Ways to Avoid It

The death of a loved one requires the distribution of that person’s property, cash, retirement/investment accounts and real estate. In many instances having a personal representative, or executor, of the estate is necessary and working within the probate court is required.

PODCAST: The Things You Need to Know…

Join me as I highlight the guide authored by me titled, “The Top 10 Things You Need to Know to Care for an Aging Loved One”. I will share information most important to know if you are assisting a loved one as they navigate life and the aging experience.

PODCATS: Special Needs Trusts – Benefits & Planning Tool

In the confusing world of trusts, there is one trust that you will want to know about for your aging loved one and that is the Special Needs Trust. This trust allows your loved one to remain on, or qualify for, Federal, State and other benefits while having funds in trust to assist with approved costs.

PODCAST: “I Don’t Need Help”; Intervention When a Loved One Declines Needed Help

When a loved one says those words, “I Don’t Need Help” or “I am Fine”, there is often something else going on. They may lack insight due to a real medical or cognitive problem or they may be in denial. Very often seniors fear that if they admit to needing help others will swoop in and take over their life – or worse yet, put them in a home!

Should You File for Guardianship or Conservatorship?

There are a variety of reasons that your parent may need a guardian or conservator to handle their affairs, but sometimes guardianship isn’t necessary. If, for example, your parent has appointed a power of attorney before they required a guardian, then guardianship may not be needed.