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...
