March 13, 2009Estate Planning Value of Estate Plan is Lost to Half the Population An estate plan aims to preserve the maximum wealth possible for the intended beneficiaries, while providing financial flexibility for the...
March 1, 2009Long Term Care Medical Issues and Terminology in Long Term Care Long term care has evolved into a "catch all" phrase that is confusing to the lay as well as the...
February 16, 2009Long-Term Care Insurance Long-Term Care Insurance is Not Only for Nursing Homes Over the years, I have brought up the topic of long-term care insurance with my clients and friends. Some got...
November 23, 2008Financial Affairs, Financial Management Take a Critical Look at Financial Instruments In the face of volatile investment markets, rising medical costs, increased taxes, and uncertain social security benefits, many retirees are...
August 13, 2008Elder Care Planning, Life Care Planning Generational Conversation: Create a Late-Life Plan How is it that Americans, who enjoy a relatively high standard of living, do not think about creating an equally...
July 17, 2008Caregiving Long Distance Caregiving is New Baby Boomer Challenge Long Distance Caregiving After my parents retired to Florida, we thought things would be fine; if something happened to them,...
