Which documents should you keep? Where should you keep them? And for how long? Who should have access to what? When? Just the thought of gathering documents, let alone organizing them, can be overwhelming – like having to prepare an income tax return. This article provides tips on how to gather and organize important documents.
These days there are a lot of folks out there who say they can help you get VA or Medicaid benefits, or both, – for a fee. Sometimes those folks can help you. But if things go wrong, they have no malpractice insurance on which you can collect and no state bar you can complain to. Reasons to use an elder lawyer for VA and Medicaid planning.
Mom and Dad named you as successor Trustee in their Revocable Living Trust. Now they are ill or just lack the energy and interest to manage their financial affairs. You get to take over. What do you do?
About 2/3rds of us own a home. If we are wise, we pay off the mortgage before we retire. Most of us want to remain in our home as long as we can – hopefully until the end. Many of us want to pass the home on to our children.
Because women tend to live longer than men, they rely on Social Security as a primary source of retirement income and need as much as possible. The Woman’s Guide to Making the Most of Social Security by Susan B. Garland will help you whether you or 30 or 60.
The promise of additional education is alluring: your skills will be refreshed and improved and you will get a better job, earning much more money, or your child will get a better job and live an easier life than you have. With that promise comes the painful reality of student loans. What can we do when faced with student loan repayment problems?
Take care of yourselves in sickness and in health. Secure your well-being and that of those you love. Download this FREE eBook now.
Join our mailing list to receive this eBook for free and to be notified of helpful articles, valuable resources, and speaking engagements.
