Dear Clients and Friends
PLANNING FOR THE FALL. As we savor the last days of summer and look forward
Continue Reading Wishing you a wonderful end of summer
Debunking Guardianship Myths in New York: Protecting Your Loved Ones with Facts
In the realm of elder care, special needs planning and legal decision-making, guardianship is a topic often clouded by misconceptions
Continue Reading Debunking Guardianship Myths in New York: Protecting Your Loved Ones with Facts
Step by Step Guide to Becoming a Guardian for Your Loved One in New York
Imagine this scenario: You’re faced with the responsibility of caring for an aging parent who can no longer make decisions
Continue Reading Step by Step Guide to Becoming a Guardian for Your Loved One in New York
The Big Mistakes People Make in Medicare – and How to Avoid Them
Choosing the right Medicare coverage can be tricky, and it’s easy to fall into costly traps that limit your healthcare
Continue Reading The Big Mistakes People Make in Medicare – and How to Avoid Them
Recognizing and Preventing Elder Abuse
The difference between what you dreamed your retirement years would look like and the reality of those years will be
Continue Reading Recognizing and Preventing Elder Abuse3 Tests You Must Pass to Qualify for Medicaid Home Care in New York
It is complicated to qualify for Medicaid in New York. You must pass the health care test, the asset test
Continue Reading 3 Tests You Must Pass to Qualify for Medicaid Home Care in New York
Ways to Pay for Long-Term Care
A good friend of mine and a wonderful specialist is hosting a Free Webinar:
Ways to Pay for Long-Term Care
Cynthia Perthuis, Elder Care Strategist and head of the New York office of Senior Care Authority, will offer valuable insights and tips in this free session on how to be strategic about planning for long-term care. Followed by Q & A.
When: Thursday, April 18
Time: 1 PM to 2 PM
Cost: FREE
To register, click on the link below.
How to Talk to an Aging Unsafe Driver
Driving is one of the most sensitive topics for caregivers of elderly. Driving is all about independence and it is one of the most emotional things for a senior to give up. Furthermore, it is hard to get around most of US without a car. So giving up your driving will almost always mean a need for relocation to a different type of living environment, which means leaving your home.
There are different signs and warnings that alert you that an elderly driver is having difficulty.
Who will care for my dog?
When a couple owns a pet, the owners can assume that the survivor will continue caring for their pet (although that’s not necessarily true, at least in my own situation). What happens when a single person owns a pet? In 49 states (Minnesota is the only state that does not permit this) you can now create a pet trust.
A pet trust permits the grantor to set aside a certain amount of money to care for the pet upon the owner’s disability or death. The trustee of the trust will make regular payments to the pet caregiver. The grantor can make specific instructions regarding the care of the pet, including shelter, feeding and veterinary care.
A Third of Americans Spend Their Entire Inheritance Within Two Years!
A researcher at Ohio State University found that Americans who receive an inheritance save about half of it and spend
Continue Reading A Third of Americans Spend Their Entire Inheritance Within Two Years!
Does a lawyer use ‘cookie cutter’ documents when dealing with elder clients? What issues must be considered when formulating a plan of actions?
Someone asked me recently whether or not I use ‘boiler plate’ documents. Another person said “I need a trust”, without