One of the first steps when caring for a loved one is to determine what assets they have and where they are.  This episode will discuss a few things to think about when it comes to assets.  It’s easy to miss things – or to think they have more than […]

What If Your Can’t Have an End of Life Discussion With Your Loved One Due to Alzheimer’s Disease or Some Other Dementia? It’s really important to discuss end of life issues with the people you love.  That discussion will reduce the stress and anxiety for everyone involved.  But what happens […]

Preparing a living will is a great start.  But even more important than the document is the discussion.  What do they really want at the end of their life.  The more you know the better you will feel if you have to make those decisions for them.  A clear understanding […]

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 […]

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 […]

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 […]