Daley/Nadeau Decisions: Protect your Home Equity from Nursing Home Costs

Good news recently from Massachusetts’ highest court.   Your home is your nest egg.   It gives you a place to live in retirement for as long as you need, and then you can leave it to your kids when you die.   But that plan can go awry if you need nursing home care.

Medicaid will . . . → Read More: Daley/Nadeau Decisions: Protect your Home Equity from Nursing Home Costs

Panic, my spouse needs to go into a nursing home!

PANIC!  Your spouse unexpectedly needs to go into a nursing home.  You learn that the cost of the nursing home will be $10,000 or more a month!  You own a home and have only about $250,000 in life savings.   You realize that you will go through all your life savings if your spouse is . . . → Read More: Panic, my spouse needs to go into a nursing home!

Five-year planning can save your home

The cost of long-term nursing home care is top of mind for many of my older clients these days. Many have worked long and hard to accumulate a nest egg, and would like to leave something for their children when they die.

What is a Medicaid Lien?

Massachusetts nursing homes cost an average of . . . → Read More: Five-year planning can save your home

Aid & Attendance: Caring for our Aging Veterans

The high price they paid – for us.

As a nation, we owe our veterans a huge debt of gratitude for their selfless service and sacrifice for our country.  It is truly a debt we can never fully repay.  What we must do is ensure that they receive the respect and dignity they . . . → Read More: Aid & Attendance: Caring for our Aging Veterans

Beware Elder Abuse via Phone Scams

Financial exploitation is one of the most harmful forms of elder abuse.   Seniors become targets because they tend to live more isolated lives without someone to warn them regularly of the latest scams, and because they likely have significant life savings available to exploit.   Recent medical research also has demonstrated that our brains physically . . . → Read More: Beware Elder Abuse via Phone Scams