Big Three from Episode #076: If someone with special needs receives an unexpected inheritance that jeopardizes necessary benefits, there are solutions to help save them. If you are doing an estate plan, you should have what Kirsten calls a “just in case provision,” With special needs terms built in. You never know what could happen down the road. If you…
Big Three from Episode #70: If you’re a surviving spouse – talk to your attorney as soon as you can. Don’t forget about official notifications! Did you know that even those who are disinherited have to be notified? If you’re a trustee who has missed something, don’t worry. This is a tough job, and things can be fixed. Time-stamped Show…
As you and your loved ones age, you might wonder what are the available options for housing for seniors, and what is the right fit? The good news is that there are several broad options for senior housing and within each option is a spectrum of smaller options to best meet your needs. We will break each housing option down…