Estate Planning: An Easy Resolution to Keep
You’ve joined the gym and bought the perfect workout clothes. You’ve dusted off your library card. Bring on 2019. In the enthusiasm to kick off a new year and put the old behind you, resolutions become the promises you make to yourself, promises that too easily get broken. But what about the promises you make […]
When Estate Planning, Don’t Forget Your Furry Family Members
by Larissa Stein From the first moment you brought your pet home, your pet has relied on you for nearly everything, and you have provided loving care, safety, and a happy life. But have you given any thought to what would happen if you became unable to look out for your pet due to either […]
THE PERILS OF GENEROSITY: PART II
by Larissa Bixler Stein As discussed in Part I of this article, gifts can cause significant problems for persons who need Medicaid to help cover the costs of long-term care. Large gifts made within five years of applying for Medicaid are subject to a transfer penalty, which essentially means Medicaid benefits are denied for a […]
THE PERILS OF GENEROSITY: PART I
by Larissa Bixler Stein “Dad supported my brother when he was out of a job for awhile.” “Mom gave her grandson her car when he went off to college since he needed a car and she wasn’t driving anymore anyway.” “We brought Dad to live with us a few years ago, and he decided to […]
Caregiving & The Holidays – A Survival Guide
by Jennifer T. Szakaly, MA, CMC We are grateful that Jennifer Szakaly agreed to be a guest blogger for us this month. Jennifer is a Nationally Certified Care Manager and the owner of Caregiving Corner, LLC, which provides geriatric care management and caregiver counseling services in the Charlotte metro area with offices in Lake Norman and South […]
Don’t Forget to Update Your Plan!
By Larissa Stein This is National Estate Planning Awareness Week, so it is an especially good time raise awareness for the importance of not only having an estate plan (a Will, Power of Attorney, and in some circumstances a Trust) but also keeping that estate plan updating. Many people have a tendency to complete their […]