July 2018

3107, 2018

Switching Medicare Plans If You Move

If you are over 65 and preparing to move to another county or state, be sure to add "check Medicare plan" to your to-do list. You need to make sure your Medicare plan will still [...]

2607, 2018

The Pros and Cons of Appointing Co-Trustees

Choosing a trustee is a critical aspect of trust creation. If the trustee is unqualified or unreliable, the impact on beneficiaries could be significant. Potential problems range from sloppy record-keeping that leaves beneficiaries uncertain and [...]

2007, 2018

Choosing and Evaluating a Nursing Home

Can there be a more difficult job than finding a nursing home for a parent or spouse? No one wants to live in a nursing home. They serve as institutions of last resort when it's [...]

1007, 2018

Funding a Living Trust – Avoid These Common Mistakes

A surprising number of people go to the trouble of hiring an attorney, explaining their wishes, designating beneficiaries and a successor trustee, and paying to have a trust created, only to drop the ball on [...]