Critter Corner: Scam Targeting Tax Refunds

Dear Bebe, I read something about a scam where computers belonging to tax preparers are being breached, people are getting fake refunds deposited into their accounts, and then being asked to return the money to scam artists. … [Read more...]

Critter Corner: Questions to Ask When Hiring a Home Health Agency

Dear Angel, Our mom had a pretty bad stroke recently, but fortunately it was not a massive stroke, and we will be able to bring her home soon. We're looking for a home health agency to assist her when she comes home from the … [Read more...]

Critter Corner: What If I Claimed Social Security Too Early?

Dear Magic, In June of 2010, when I was 62 years old, I decided to quit working and take Social Security. I was afraid Social Security might go away before my full retirement age, or that I might die before that time, so I went … [Read more...]

Critter Corner: Replacing Om with Haha

Dear Magic, A good belly laugh feels great sometimes. And, I heard laughing can be therapeutic and can even help stave off chronic pain, stress, depression, and diabetes. A friend of mine who lives in a retirement community … [Read more...]

Critter Corner: Take my Guns and my Home, but NOT MY CAR KEYS

Dear Bebe, When my father reached his 75th birthday, he had made quite a few concessions to age. He willingly gave up his guns and hunting, a passion he had since his childhood. He no longer mowed his own yard or cleaned his … [Read more...]

Critter Corner: Pets to Help Solve Loneliness

Dear Ribbit, My father lives alone, more than 1,000 miles away. He can be stubborn sometimes and although we offered to move him into our home, he wants to stay put. We are thinking of getting him a pet to keep him company. Do … [Read more...]

Critter Corner: I Am My Mother’s Financial Caregiver. Now What?

Dear Bebe, When my mother did her estate planning several years ago, I was told I would be the trustee for her trust and the agent under her Financial Power of Attorney, should there come a time when she can no longer handle … [Read more...]

Critter Corner: Is Original Medicare Sufficient?

Dear Angel, My mom is eligible for Medicare this year and is exploring her options. She is not sure whether to get a supplemental plan, or if original Medicare is enough. What are your thoughts on this? Thanks, Iz … [Read more...]

Critter Corner: My Dad Doesn’t Recognize Me; is it Still Worth Visiting?

  Dear Magic, My dad is in a nursing home, and has dementia. I visited him a lot when he first got there, but my visits have tapered off a bit. I'm not sure if he knows who I am anymore, or if there is a benefit to him … [Read more...]

Critter Corner: Update Your Estate Planning Documents Now!

Dear Magic, My husband and I came to Evan's office to do our estate planning several years ago. We have had some family changes since then, such as our children got married and had children of their own. With all this happening … [Read more...]