What are the Different Levels of Care Assistance at Home?

Jeff spoke with Anne Browning of Homewatch CareGivers about the different levels of care assistance available to those who need assistance in the home. They also discuss what you need to know BEFORE letting a caregiver into your home.

What Estate Planning Steps Should be Taken After a Divorce?

The divorce process can be grueling and exhausting. So when people finally get the divorce settlement, they will often forget or just postpone changing their estate plan documents. However, it is critical to have your new documents in place and not delay. Here’s why…

What is a Living Will?

A lot of my clients will joke around and refer to it as the “pull the plug” document. It’s a little more complicated than that.

Doesn’t Health Insurance Pay for Long-Term Nursing Home Care?

I have a lot of clients who come in thinking that their monthly payments to their insurance company is going to cover long-term care if the need arises. However, even the best insurance in the world generally doesn’t pay for extended, custodial care assistance. Long Term Care Typically Requires Long Term Care Insurance While you […]

Does My Revocable Living Trust Need a Tax ID Number?

What to believe… As long as both people who set up a revocable living trust (RTL) are still alive you don’t need a separate tax ID number. Using a social security number from either party who owns the trust is perfectly fine. I get this question a lot because, for some reason, there are banks […]

What to Do When Your Child Hits 18

You Still Think of Them as Your Babies – But the Law Doesn’t. On top of all the other transitions that occur with children throughout adolescence, they’re becoming adults, and maybe they are going away to college. They’re starting to assert their independence. The law often makes everything cut and dried. They were a minor […]

How Long Does Probate Take?

It takes longer than you think I often get the question about how long probate is going to take. Honestly, it takes as long as it takes. The typical time for probate is between six months a year-and-a-half – and that’s just the average. There are so many different estates that have so many different […]