February 20, 2019
Valentine And Marry Concept. Two Red Hearts Couple Lovers For Ma

121 – Do Married People Need Power of Attorney Documents if Everything is Owned Jointly Between Them?

Do married people need power of attorney documents if they own everything joint between them? A lot of people don’t think so.  But in this podcast episode I will discuss a number of reasons why they both still need powers of attorney. Don’t get stuck without a power of attorney […]
February 18, 2019
Bank

120 – Banks and Financial Institutions are Suspicious of Your Power of Attorney

Banks and other financial institutions don’t like fraud (that might be the understatement of the year).  There are a lot of stories about people using a power of attorney to steal someone’s money.  If a lot of fraud happens via power of attorney documents then they are understandably viewed with […]
February 15, 2019
Top View Of Stethoscope,magnifying Glass,plant And Blackboard Wr

119 – How Long Does It Take to Get a Medicaid Decision?

When your loved one needs Medicaid benefits you hope that their application will be approved quickly.  But that isn’t always the case.  In this episode I discuss how long it takes to get a Medicaid decision and some of the implications if the decision is delayed. Thanks for listening and […]
February 13, 2019
Young Bride In A White Dress With A Beautiful Wedding Bouquet On

118 – Respite Care at a Wedding or Other Big Family Event

It’s hard to care for someone at a big event like a wedding or party.  You want to make sure your loved one can attend the event but you don’t want to spend every moment attending to their needs.  Fortunately, there’s a solution to accomplish both goals. Consider respite care […]
February 11, 2019
Rainy Day In The Park. Man Walking With Umbrella Under The Rain.

117 – What’s the Difference Between Estate Tax and Inheritance Tax?

Death taxes confuse a lot of people.  The reality is there are really two big death taxes that people need to know about – estate tax and inheritance tax (you also need to be aware of income tax but that’s not just a death tax and most people are intimately […]
February 8, 2019
Crescent Moon With Beautiful Sunset Background . Light From Sky

116 – An Aide Who Went Above and Beyond in a Nursing Home

I had a client who was a long term resident in a nursing home.  He met an aide there who turned into his guardian angel.  She went above and beyond the call of duty as she cared for him.  I am so grateful that he had her.  Here’s a little […]