Tis the season for gift-giving! One of a parent’s (or grandparent’s) greatest sources of pleasure is to make a gift to a child or grandchild. Whether the gifts are holiday gifts or wedding or birthday gifts, “helping out” is something seniors take great pride in. Even if their world is growing smaller due to health…
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As the year comes to a close, we want to take a moment to say thank you. Your trust, referrals, and continued support have allowed us to serve more families across Alabama with guidance, protection, and peace of mind as they plan for the future. We are grateful to be part of your community and…
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Many of you have children coming home from college within a month or so. Under the eyes of the law, at least, they are ADULTS. Regardless of how they behave or even if you are still paying all the bills, the law at least considers them to be fully capable of making their own decisions.…
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To prevent future confusion and ensure their current wishes are honored, seniors must recognize the red flags indicating an outdated estate plan, such as major life events, changes in relationships, significant financial shifts, or the simple passage of time.
It’s the most wonderful time of the year With the kids jingle belling And everyone telling you be of good cheer It’s the most wonderful time of the year Andy Williams was right! It is the most wonderful time of the year, but it is also something else- it is the most dangerous time of…
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“Situational awareness” is the term used by Navy Seals and others to describe being tuned in to your surroundings, especially potential threats to your person. People who are “situationally aware” don’t get ambushed nearly as often as those who aren’t paying attention, at least so the theory goes. You will most likely be spending a…
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As more seniors choose to age in place, remaining in the comfort and familiarity of their own homes, families face important decisions about legal preparedness. Among the most important documents to establish is a power of attorney. This legal tool can make the difference between seamless care management and complicated situations when health challenges arise.…
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When a loved one passes away, grieving families often face the overwhelming task of locating important documents, often while trying to navigate the complexities of probate law. However, families can take proactive steps now to help their senior relatives organize these important papers, making a difficult time significantly easier for everyone involved. Start with a…
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Is your loved one a victim of elder financial abuse? What are the clues? We are seeing “romance scams” as the most common type of financial abuse. You may not even know they are happening unless you do a little forensic work. Here is how the typical scam might play out: Your mother is contacted…
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When seniors and their families think about long-term care costs, many assume they have plenty of time for Medicaid planning. Unfortunately, the five-year look-back rule makes this assumption risky and potentially costly. Understanding this rule is essential for anyone who might eventually need Medicaid to cover nursing home or long-term care expenses. What Is the…
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