Take a Financial Inventory
If you are caring for or have elderly loved ones, then one of the most important topics can be their finances. Do not get blindsided by assuming that your elderly ...
Advantages of a Reverse Mortgage
There seems to be a controversy over reverse mortgages and if they are actually a benefit to the elderly. Just like with any product offered, there are upsides and downsides ...
Avoid these IRA Mistakes
Having an IRA is a great idea for your retirement. There are some rules and regulations that you need to be aware of if you are going to open an ...
Avoid Tax Scammers
With tax season upon us it is once again time to file your taxes. Unfortunately the scammers of the world also know that it is tax time and are looking ...
Passing on Debt
A common question many seniors and their families have is if parental debt can be passed to adult children. The short answer to that question is no, as long as ...
Avoid Auto Pilot on Your Retirement Plan
The temptation to let all of your finances run themselves can be high after retirement. Fact of the matter is, you should never let your finances run on autopilot. Even if ...
Choosing a Continuing Care Retirement Community
If you're considering a continuing care retirement community (CCRC) as a senior living option for you or your loved one, how can you be sure when you've found the right ...
CRCC Contracts – A Brief Overview
When you enter a continuing care retirement community (CRCC), you will be asked to sign an agreement. Review the contract with an elder law attorney before you sign it to ...
Ice Cream and Annuities
Seniors love ‘em-and lawyers hate ‘em: annuities. Based on my ample experience with both senior citizens and lawyers, I am always amazed at the depths of both the affection and ...