Caring for an aging loved one can be emotionally and financially difficult. Unfortunately, the ordeal is frequently exacerbated by healthcare problems ranging from issues with the physician to end-of-life or funeral decisions. Here are several issues to consider when...
When you pass away, who do you want as the primary beneficary of your estate, your loved ones or the government? Estate Tax Facts Many people, as you may guess, do not want their life savings and legacy to be swallowed by estate taxes. What most people are not...
So often, when working with families who are struggling to care for a loved one with dementia or Alzheimer’s, the most frustrating aspect is the uncertainty of their loved one’s condition from day to day. The recent case of Verne G. from Minnesota...
Carla called me only after much urging from her friend. Carla’s husband, David, had lung cancer and it had spread throughout his body. The end of his battle was nearing and he had been approved for placement on hospice, an approach to medical care...
Ben had been in an assisted living facility for several years and doing well there. His family felt fortunate. Although Ben didn’t have much in the way of assets he did have income from Social Security and a pension, totaling $5,000. He also had a long-term care...
At Dennis Sullivan & Associates, we help people and their families protect their home and lifesavings from the increasing cost of nursing home and medical care, as well as savings on taxes and avoiding the time and cost of the probate process. With people living...
