by Millie | Informational
Get Those Documents Done! Make sure Mom or Dad has their estate planning documents completed or recently updated. Most important are: Living Trust or Will Most likely, Mom and/or Dad will be trustees. But who Is Successor Trustee(s)? Is it time to have one or both of...
by Millie | Informational
You have an aging parent who will need your help soon. Most family members are beginning to see the handwriting on the wall. You may not all agree, but the inevitability is clear, and you all know that you need to start planning for a change. Be comforted by the fact...
by Millie | Informational
It’s time to consider assisted living for mom or dad when: 1. One passes and the other is now living alone 2. She has fallen and refuses to remove trip hazards 3. She can’t operate the TV remote 4. You’re worried that she could wander away from her house 5. You notice...
by Millie | Informational
Looking into the future, we all know we will lose our parents someday. After the shock and sadness, the memorial service, the visitors, etc., the family will initiate the execution of the estate documents. You may know some of Mom or Dad’s wishes, but very quickly...
by Millie | Informational
All Independent, Assisted Living and Memory Care communities are private pay. Medicare does not pay for long term care, and only occasionally will Medi-Cal. Besides retirement income such as pensions, IRAs, 401ks, social security, dividends and interest from...
by Millie | Informational
The “Aid and Attendance” Pension Benefit from the VA The “Aid and Attendance” is the term for a benefit from the Department of Veterans Affairs (VA) that is available to qualifying wartime Veterans and their surviving spouses. Aid and...
by Millie | Informational
As Chief Bill Payer in your house, you know the feeling…you have multiple accounts, bills due at different times of the month, quarterly tax payments, a variety of investments, QuickBooks to learn… It’s overwhelming! You barely have any time to manage your...
by Millie | Informational
In spite of the efforts being made today to help the elderly age in place, many folks are choosing other alternatives. It’s easy to understand why people want to live at home to the very end. This where we raised our children and where we are the most comfortable. For...
by Millie | Informational
So your loved ones are getting older and life is getting a bit more complicated! Perhaps their vision and hearing are getting worse, and maybe it’s more difficult to walk up and down the stairs. Some elderly people can also suffer from dementia, which might cause them...
by Millie | Informational
Selling a home is always a daunting project, and for older people, who probably haven’t bought or sold a home in many years, it can now be quite surprising. Almost everything about a real estate transaction has changed dramatically in the past 20 years. You may be...
