You may wonder whether you should have a spendthrift trust. The answer may very well be Yes since a significant number of us have loved ones with problems handling money. In many cases, their financial instability is linked to other problems and may be accompanied by difficulty in keeping a job...
Estate Planning Blog – Surprenant, Beneski & Nunes
The Sandwich Generation: How to manage if you find yourself here
Did you know that a staggering 47% of adults in their 40s/50s are providing care to a parent 65 + years old while also raising their own small child or helping to support their young adult child? This increasingly common group has been coined the “sandwich generation” to describe adult children who...
WSJ Article: Are You Emotionally Ready to Retire? Eight Questions to Ask Yourself
Too many people leave work too early or too late. It doesn’t have to be this way.
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It’s one of the most-important decisions many of us will ever make. And we often get it wrong.
I’m talking about retirement—and specifically, when to do it. If you...
Legal Planning for Individuals with Memory Loss
Creating a plan for your future in the early stages of the disease to ensure your wishes are met can be empowering. The sooner legal plans are established, the better prepared you and your family will be! It is nor-mal to feel overwhelmed by the details of legal planning, but remember that...
Case Study: Mom Needs Nursing Home Care… Now what?
It’s a horrible situation faced by so many families. A loved one, husband, wife, mom or dad, is slowing down and can’t live at home any longer. The doctor says mom needs nursing home care. What do you do? Your neighbor tells you that nursing homes cost $12,000 per month and that...
What about Medicare?
There is a great deal of confusion about Medicare and Medicaid. Medicare is the federally funded and administered health insurance program primarily designed for individuals age 65 or older. There are limited long-term care benefits that are available under Medicare.
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Ideas.Ted.com Article: Aging is inevitable, so why not do it joyfully? Here’s how
Written by Ingrid Fetell Lee
This post is part of TED’s “How to Be a Better Human” series, each of which contains a piece of helpful advice from people in the TED community; browse through all the posts here.
It was recently my birthday. It...
Case Study: Financial Gifts to Children
The state won’t let you just give away your money or your property to qualify for Medicaid.
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After her 73-year-old husband, Harold, suffers a paralyzing stroke, Mildred and her daughter, Joan, need advice. Dark circles have formed under Mildred’s eyes. Her hair is disheveled. Joan holds her hand.
Team S&B’s Walk to End Alzheimer’s
Please join Team S&B as we “Walk to End Alzheimer’s Disease” at BCC this fall! We have formed our walking team and are asking for your help! You can join as a walker or you can donate. Together, we can help raise...
Case Study: A Trust for a Child with a Disability
Margaret and Sam have always taken care of their daughter, Elizabeth. She is 45, has never worked, and has never left home. She is “developmentally disabled” and receives SSI (Supplemental Security Income). They have always worried about who would take care of her after they die. Some years ago, Sam was diagnosed...