News & Articles

My mother went from private pay to Medicaid pay in her nursing home January 1, 2013. She now has zero money and all of her Social Security goes to the nursing home … Should I sell [her] home and effectively turn all of the assets over for her care… Read More

Selecting a charity that will use your money wisely and effectively isn’t easy, particularly during this hectic time of year. Donor-advised funds are one solution. Sometimes you can have your cake and eat it too. Or in the case of a donor-advised f… Read More

“I know adult stepchildren who step up in every sense of the word, but for most of these women, disagreements with stepchildren was the most stressful aspect of providing care for the husband.” Blended families are becoming more and more common t… Read More

Open enrollment for the Medicare Part D Drug plans started on October 15th. You have until December 7thto determine which is the best plan for you in 2014 and make the needed change. It could save you hundreds or thousands of dollars. It is Medicare… Read More

When most people think about trust funds, they envision spoiled rich kids and wealthy families trying to dodge taxes on their piles of money. But what they might not realize is that trust funds can be an incredibly useful—even vital—tool for midd… Read More

Can a bank collect a credit card debt owed by your deceased parent or spouse? The answer depends on a range of factors, from whether it was a joint account to where the deceased person lived. Although probate can put some undo stress on an already st… Read More

Borrowing from a trust can be an alternative to taking a jumbo mortgage, defined as above $417,000 in most markets and $625,500 in some high-price areas such as New York and San Francisco. In some cases, a trust can buy the home outright. A mortgage… Read More

Most of the time, patients who have advance directives — somewhere — and don’t bring them to the hospital have simply left them at home. But lawyers’ offices and safe deposit boxes are also popular locations. All of which are useless if a per… Read More