For the vast majority of people, retirement is a one-time occurrence that typically occurs relatively late in life. Not having had the experience, they wonder (and sometimes worry) about what their post-work existence will be like and how they should prepare for it. If you share these concerns and reside in Southeastern...
Estate Planning Blog – Surprenant, Beneski & Nunes
End-of-Life Documents We All Need
When you’re a young adult or middle-aged, it may seem unnecessary or impractical to think about end-of-life documents when the probability of your death seems far away. Nonetheless, when you contact your Massachusetts estate planning attorney to begin protecting your assets and preparing for retirement, she or he will no doubt...
Do You Need a Spendthrift Trust?
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...
The Sandwich Generation: How to Manage if You Find Yourself Here
If you’ve ever rushed from a parent’s doctor appointment to your child’s school event, you’re not alone. Millions of adults are caught in the middle—caring for aging parents while still supporting their own children. It’s a role filled with love and purpose, but it also comes with exhaustion, financial strain, and endless...
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.