Most Recent Articles
Elder Discharge Crisis: How Can Distant Family Help?
A 79-year-old male who was unable to care for himself with difficulty walking not feeding himself was discharged home with no arrangements made. What can a distant relative do to address this and get help as needed?...
Read moreMissing Person Found: Guardian's Duties to Family?
In 2004, I had to report my mom missing in the state of Florida, where we lived at the time. I never stopped looking for her. She was added to the NAMUS database in 2009. This is the National Missing...
Read moreSpousal Separation and Joint Taxes: SSI and Medicaid Impact
I am 66 years old and married but started living separately from my wife recently (with an adult daughter in Virginia). My financial situation should allow me to have SSI and Medicaid benefits. My wife (living in North Carolina) needs...
Read moreDoes Using MAID Jeopardize a Life Insurance Policy?
My father is thinking of coming to Vermont to use Medical Aid in Dying (MAID) once his doctors sign off that he has less than six months to live. Would it jeopardize his life insurance policy?...
Read moreIs Assisted Living Rent a Deductible Medical Expense?
My mom was diagnosed with mild cognitive impairment with Alzheimer’s two years ago. In January 2025, she was hospitalized, and the medical staff advised that she should not return home due to her Alzheimer’s and because she was not eating...
Read moreQuestions to Ask a Financial Planner About Long-Term Care
While most people say they worried about affording long-term care, few take steps to discuss it with a financial planner.
Read moreWhen to Fire a Trustee
Removing a trustee is a serious step that can be costly and time-consuming. However, it may become necessary when a trustee's actions (or lack thereof) threaten the integrity of the trust.
Read moreJump-Starting Savings With Trump Accounts
Tucked into the One Big Beautiful Bill Act (OBBBA) enacted in July 2025 is a new savings program designed to give American children a financial head start.
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