Dear Oakley, My mother has been in assisted living for a few months. I don’t hear much about how she is doing and due to my hectic work schedule, I don’t visit as much as I would like. I am planning on going with the family this Saturday to see … [Continue reading]
Bait and Switch: When You’re Not Getting the Care You Were Promised in Assisted Living
Q. When my friend, Vicki, was shopping around for assisted living facilities for her mother, one in particular stood out to her. The lovely marketing materials showed beautiful landscaping, rooms that resemble those at a classy Marriott hotel, and … [Continue reading]
Part D Donut Hole is Closed, But Does That Mean It’s Going Away?
Rosanna (68) takes more than a dozen medications regularly to treat high blood pressure, heart disease, acid reflux, and other chronic problems. She signed up for Medicare Part D prescription drug coverage a few years ago, hoping to keep her costs … [Continue reading]
A Major Change to Therapy/Rehabilitation Coverage for Medicare Patients
Q. At age 62, my father, Paul, was diagnosed with ALS (amyotrophic lateral sclerosis). He can’t walk, get out of bed, or breathe on his own (he’s on a ventilator). He can’t use the toilet, bathe, or dress himself, either. After a recent … [Continue reading]
Medicare Care Planning Benefit for People with Alzheimer’s
Dear Magic, My mother, Ingrid, was diagnosed with Alzheimer’s. We know that there is no cure and that it only gets worse as time progresses. We’d like to plan in advance to make sure she gets the support services and medications she needs, and any … [Continue reading]
What Happens to the Tangible “Stuff” from a Parent’s Estate?
Sophie and her sister and two brothers grew up in a large home with lots of stuff. Their mother, Nancy, liked the finer things in life including Oriental rugs, artwork, fine jewelry, antiques, and collectible coins. Nancy and her late husband, … [Continue reading]
Loving Someone with Dementia
Q. Valentine’s Day has always been special for my husband, Charlie, and I. It’s our wedding anniversary and we used to go all out every year celebrating it. Charlie wasn’t much of a romantic until he met me. He’s learned over the years that I love … [Continue reading]
Should a Loved One with a Dementia Diagnosis Have a Pet?
Dear Hayek, My grandmother Ruth has a small black mixed-breed pup named Angus. She is very fond of Angus and takes him everywhere. Ruth was diagnosed with dementia a couple of years ago. She still takes good care of Angus, but what happens when it … [Continue reading]
Is the FAMILY Act the Answer to the Caregiving Crisis?
Joan Lunden, former host of Good Morning America and spokesperson for A Place for Mom is more than just an actress, journalist, and TV personality. She is an activist for reform for caregivers, who recently spoke in front of Congress at a House Ways … [Continue reading]
Avoid Disaster: Update Your Estate Planning Documents in Light of New SECURE Act Provision
Q. I completed my estate planning with your firm five years ago and elected to have my retirement plans pass into a “conduit trust” or “pass-through trust” for the benefit of my daughter, Hannah. My understanding was that the conduit trust would pay … [Continue reading]
IRAs and Taxes in 2020
Dear Ernie and Jannette, As part of my retirement portfolio, I have IRAs. I'd like to make the most of these accounts and save money on my taxes both now and in the future. Do you have any tips that could help? Thanks! Ira … [Continue reading]
Congress Reverses Recent Changes to the Kiddie Tax
The article below can be found at specialneedsanswers.com here. By Andy Jones A major bipartisan bill, signed into law by President Trump in December, includes significant tax changes for people with assets in a special needs trust for a … [Continue reading]
How Taxes Work if You Have a Paid In-Home Caregiver
Stacey, an only child, was an in-home caregiver for her ailing mother for several years. She lived with her mom and cared for her while she completed college and graduate school, and even after she got married. However, after three children, one of … [Continue reading]
New Exciting Technology Emerges for Seniors and Caregivers in the 2020’s
Q. I am a caregiver for my 80-year old mother who is in the early stages of dementia. I consider myself to be technologically savvy, but I am not quite sure what is out there that can help me in my role. You used to publish lots of articles on new … [Continue reading]
How Wearables Contribute to the Well Being of Older Adults
Dear Rune, I have read in many places the benefits of exercise, including staving off dementia and living longer. I decided to dust off my sneakers and get back out there. My son and his wife both have Apple watches and my granddaughter wears a … [Continue reading]
Researchers Find 102 Genes Linked to Autism
Tommy and Henry Stevens are identical twins who were born slightly premature and met their milestones later than others their age. As they became toddlers, they still didn’t say a word. Doctors explained to their mother that there was nothing to … [Continue reading]
How to Afford Assisted Living
Q. We are considering assisted living for my father in the not so distant future. He doesn’t quite need a nursing home yet, but he certainly needs more help than we can provide in the home. Although assisted living is not as expensive as nursing home … [Continue reading]
Are NORCs the Future of Successful Aging?
Dear Magic, I saw in our community newsletter that our neighborhood is considering becoming a NORC. We have a large population of seniors and various resources to help with transportation, meals, home care and more. What is being a NORC all about? … [Continue reading]
Turning 98: Betty White’s Secrets to Longevity and Lifelong Happiness
Happy 98th birthday to Betty White, Emmy-award winning actress and American icon! The lone surviving member of “The Golden Girls,” White was the oldest of the four leading characters; and many don’t know this, but she was originally cast as … [Continue reading]
The Five Biggest Things to Know About Medicare
Q. I am turning 65 this year and will qualify for Medicare. I want to make sure I do things properly when it comes to applying. For instance, do I have to wait until I'm actually 65 to start the process, or can I start ahead of time? Also, long-term … [Continue reading]
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