Every week I meet with clients who are concerned about their own, or a loved one’s, declining health. Sometimes, admission to a skilled care nursing facility is discussed as a next step because the family can no longer provide the level of care required to keep the loved one at home.
In last month’s article I discussed meeting with clients after a death of a loved one, and the process of gathering information regarding the decedent, and said person’s affairs.… Read More »
Usually clients meet with us after a loved one’s funeral services are complete and clients are going through the grieving process. Unfortunately, financial and legal matters can not wait.… Read More »
Many clients discuss with me my thoughts and their concerns, especially the costs, regarding purchasing long‐term care insurance. … Read More »
My last article I discussed how the “no contest” provisions could be inserted in a Last Will and Testament to limit an heir’s ability to contest a document without risking a loss, or reduction of an inheritance. … Read More »