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So often when we receive a call from a child of an aging parent in crisis, it’s about the signs of declining mental and physical capabilities leading to the discovery of a financial crisis.  This decline in health and cognition usually means a decline in the ability to manage assets such as keeping

Whenever I talk to a family whose loved one is close to spending down the required amount of assets to qualify for Medicaid, the topic of burial expenses comes up.  Most people are aware that Medicaid permits setting aside funds to cover the burial but many are a bit fuzzy on

6 years ago I wrote about the fight over Casey Kasem. (Blog post 11-25-13).  Some may not be old enough to remember Kasem who was an actor and radio personality.  He is probably best known as the host of American Top 40, a nationally syndicated radio program in the 1970’s and 80’s which counted

In last week’s post I reviewed the changes to retirement accounts under a new law called the SECURE Act.  I started with the positive changes but not all about the new law is a plus.  The SECURE Act severely limits the ability of retirement account beneficiaries to stretch out the