How to spend down your assets to qualify for Medicaid
Many aging adults need help with daily personal tasks—things like bathing, dressing, eating, using the toilet, or taking medications. Medicare doesn’t...
Money & planning
When does your loved one need a guardian or conservator?
Choosing to become a loved one’s guardian or conservator is a serious matter that requires court approval. This role requires...
4 ways to avoid probate
It is a truth universally acknowledged that probate is a major pain. It requires that an executor or other representative appear in...
What is an executor and what do they do?
Naming an executor is one of the most important elements of a last will and testament. After all, an executor...
Should you set up a testamentary trust? What you need to know
The two most common types of trusts are revocable living trusts and irrevocable living trusts. But those are hardly your...
Should you consider an irrevocable trust?
The word irrevocable evokes permanent, set-in-stone arrangements. And that’s exactly what it means in describing this type of trust. Once...
Digital estate plans: Why you need it and how to create yours
You already know an estate plan can make it easier to transfer your financial assets and physical property after death....
Do you need a health care proxy if you’re married?
A health care proxy, also known as a durable power of attorney for health care or a medical power of attorney, is...
Best online end-of-life planning and document services
The multitude of documents required to create an end-of-life plan can feel overwhelming. For health care, there are medical directives...
The 6 steps of probating an estate
After a person dies, it can be difficult to know what is to be done with the property and possessions...
How to select the right insurance advisor
When it comes to buying insurance, these days many of us turn to the Internet first. Nearly three-quarters of consumers in the...
Financial caregiving: 10 essential tips
Your parents took care of you, and at some point, there’s a very good chance you’ll do the same for...
June “Senior Sense”: I Spent 30 Years Advising Families On Senior Care And I Still Wasn’t Ready To Care For My Mom
By Jody Gastfriend, LICSW, VP Senior Care | Recently published on Yale University Press “I’m sorry for keeping my phone...
How to be a strong advocate for your elderly parents
It was close to midnight. I was worried, tired and cold. Why are emergency rooms always so cold? A few...
August “Senior Sense”: How to be a Strong Advocate for Your Elder Parents
By Liz O’Donnell It was close to midnight. I was worried, tired and cold. Why are emergency rooms always so...
What is the lifetime cost of caring for a person with Alzheimer’s?
Dementia takes an enormous emotional toll on the people with the disease and their caregivers, but it can also be...
October “Senior Sense”: Self Care Tips for Alzheimer’s Caregivers on the Brink of Burnout
Caregiving for a family member with Alzheimer’s or dementia is a full-time commitment. Even if you’re not living with your loved one full time,...
November “Senior Sense”: 6 Simple Ways to Make a Home Safe for Seniors to Age In
By Marisa Cohen Enjoying post-retirement in the home you raised your children in — or in the comfy condo you...
December “Senior Sense”: The Top 5 Steps to Take for Long-Term Care Planning
By Harry Margolis Unfortunately, with longevity comes the increasing likelihood of needing care, whether due to cognitive decline, short-term injury...
January “Senior Sense”: Realistic Strategies for Self-Care To Try In the New Year
As a veteran of the sandwich generation, who knows first-hand the pressures of life squeezed between the demands of caring...
February Senior Sense: Caregiver Guilt Is a Choice; 3 Ways To Choose Differently
By Liz O’Donnell After my mother died, I was racked with guilt over the amount of time I spent, or...
March Senior Sense: 4 Game-Changers for Dementia Caregivers
By Liz O’Donnell In my father’s final months of his life, I visited him every day. He was living in...
April “Senior Sense”: Caregiving Through a Crisis
By Liz O’Donnell Caregiving on a good day, can be stressful. Caregiving during a crisis can feel completely overwhelming and...
Biden’s $2 trillion infrastructure plan: How it could benefit the lives of older adults and caregivers
The U.S. is in the midst of a caretaking crisis. More older adults are living longer, and due to rising...
This is how much senior care costs in 2019
As Baby Boomers move into their golden years, their adult-aged children are feeling the financial and emotional strain of caring...
What happens when term life insurance expires
Picture it: 10, 20, 30 years ago. Your past, responsible self purchased life insurance that would keep your family covered...
You probably need to update your beneficiaries. Here’s why
You’re asked to name a beneficiary many times over throughout your lifetime — each time you start a new job...
Revocable living trusts: The basics
Revocable living trusts are one of the most common forms of trusts that people put in place to protect their...
How to create a health care proxy
Who would you pick to make medical decisions for you if you were no longer able to make them on...
8 common questions about wills, answered by an expert
When it comes to your last will and testament, you’ve probably got questions — lots of questions — about this...
Power of attorney: Know the types and how to draft a form
A power of attorney (POA) form is a legal document saying you’re granting someone else (the attorney-in-fact) the power to...