Beginning the Medicaid Journey

Beginning the Medicaid Journey

Last week we shared the 2021 Medicaid eligibility changes which coincide with the yearly social security adjustments which take effect each January. Over the next couple of months, we will explore what these amounts mean and other Medicaid terms and rules that often cause concern…

Planning for Care

Planning for Care

Ring! Ring! Ring! Every January that is the familiar sound we hear as our phone rings off the hook with concerned adult children calling after they have spent the holidays with their aging parents and realize they are in need of more care.  Planning for…

Wills: The Gift of Preparing

Wills: The Gift of Preparing

Jane is a 75-year-old widow living her very best life.  After losing her husband to cancer, she vowed to her son that she wouldn’t become a “bitter old widdy woman”.  At a recent small family dinner, Jane’s son Russell, asked her about her Will. Jane…

Medicare Open Enrollment

Medicare Open Enrollment

It’s that time of year again! It’s Medicare open enrollment! Do the many available plans confuse you and cause you to want to pull your hair out? Well, you’re not alone. Most of the seniors that we serve are covered by Medicare but scratch their…

Women and aging

Women and aging

The MeToo and Black Lives Matter movements have shed significant light on some of the structural inequality we face in America.  Incremental progress has been slowed even further by the COVID-19 pandemic.  It is hard to believe the dismal statistics showing the financial vulnerability aging…

Blended families:  Avoiding future conflict

Blended families: Avoiding future conflict

Today, due to divorce, spousal death and remarriages, blended families have become the new normal.  Your new aging ”blended family” should consider specialized estate planning to avoid needless family drama and financial missteps.  All families have their own unique dynamic.  Combining families creates its own…