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One Family’s Lessons Learned From a Decade of Caregiving

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By Clare Ansberry June 14, 2021 Nick Clement, 78, spent the last 10 years caring for his wife, Lucy, who had a progressive dementia called Lewy body as well as Alzheimer’s. As her condition worsened, his two daughters worried about the toll it was taking on their dad and wanted him to get more in-home […]

Why Is Defining Incapacity an Issue for a Springing Power of Attorney?

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If you have a springing power of attorney document, this means that the document becomes active when you are incapacitated. One of the leading reasons why people choose a springing power of attorney is that it only becomes active in certain situations. However, if your power of attorney document requires that you be incapacitated for […]

What Does It Really Cost to Be a Caregiver?

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When thinking about your estate plan, you must consider what might happen to you or your loved ones if you were no longer able to care for yourself. This is an increasingly common situation as it relates to caregiving for adult children today. Emotional and financial stress can represent significant changes in their life so […]

Top Questions to Ask Before Retiring Early

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Retiring early might be something you’ve thought about for years and in fact, you’re already envisioning how you’ll spend your days. But retiring early requires advance planning of some of the complex factors associated with leaving the workforce before age 65. Studies from the Employee Benefit Research Institute show that only 11% of workers today […]

Medicaid’s Home Care Waivers Can Help You Avoid a Nursing Home, But the Line May Be Long

Medicaid long-term care benefits traditionally pay mainly for nursing home care, but the federal government can grant “waivers” to states allowing them to expand Medicaid to include home and community-based services. The downside is that receiving care in a nursing home is an entitlement, while getting care at home is not.   Medicaid is a […]

New Study Shows Women Made Significant Changes to Their Planning Post Pandemic

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The pandemic has had far reaching implications for many individuals and families and that has never been more true than now as it relates to the case for women. Women face a higher likelihood of a greater life expectancy than men, meaning that issues of long term care, health care costs, and how to afford […]

How Do Retirement Assets Fit into My Estate Plan?

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Which assets should you plan to pass down? Which are those you should intend to live off of and how do taxes impact the equation? Thinking about all of these things together as part of your overall estate planning strategy is important and it should be discussed directly with your estate planning lawyer. Identifying your […]

How Is an Inherited Asset’s Cost Basis Calculated?

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The vast majority of estates in the United States are not eligible for the federal estate tax but you may still be questioning how an asset will be appropriately determined as far as cost basis. Cost basis calculations for estates are different for those used for other tax purposes. In order to calculate capital gains […]

What Makes Post Retirement Planning Unique?

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Most people are well aware of the fact that they need to plan for retirement. If you thought just figuring out how much to invest into your retirement plans was difficult, just wait until it comes time to consolidate all of the income streams within your retirement plans. The three primary issues associated with pre-retirement […]

Are You Self-Insured for Long Term Care Events?

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Without any specific plan in place, such as how you’ll qualify for Medicaid or a long term care insurance policy, you are said to be self-insured for long term care events. Recent studies have shown that up to 80% of women aged 65 and above and 60% of men in the same age category will […]

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