Archive for November 2022
A Call of Duty Finally Answered
Many who know me, also know of the passion and reverence I have for veterans and those that serve in the military. So big is that passion that I often get asked if I’ve served (the trim haircut plays a part, too, I’m sure). No, I did not serve. I long-wished I did, and I…
Read MoreWhy a Trust is the Best Option to Avoid Probate
Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family and other loved ones to grieve and remember the deceased in peace. In fact, the whole business of estate planning—or at least a…
Read MoreWhen Should You Start Helping With Your Parents’ Finances?
It is tough to know when you should step in and help your parents with their finances. You may go back and forth about when to take over. Deciding whether your parents still have the cognitive ability to manage their money is a difficult call to make. A recent report reveals why it may be…
Read MoreMedicare Advantage Marketers: Protect Yourself
The number of people enrolling in Medicare Advantage programs offered through Medicare-approved private companies has increased over time. Based on this trend, more than half of all Medicare recipients may be enrolled in Medicare Advantage programs by 2025. As alternatives to traditional Medicare, Medicare Advantage programs can provide lower costs and additional benefits to some individuals. Yet,…
Read MorePreparing for the Future After a Dementia Diagnosis
Alzheimer’s disease, can feel overwhelming and upsetting. You might worry that you will lose control over your life and ability to make your own decisions. Fortunately, receiving a diagnosis of dementia or Alzheimer’s does not mean that you cannot execute legal documents or make decisions about plans for your future finances and health care. People…
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