As anyone who has faced a gap in insurance coverage knows, the prospect of being uninsured—or underinsured—can be both scary and overwhelming. Such was certainly the case for Margaret...
Posted by Positive Aging SourceBook on 03/27/2015
Estate planning means much more than preparing a Last Will and Testament or tax planning for the disposition of your assets upon your death. Estate planning is the process of...
Posted by Positive Aging SourceBook on 03/27/2015
1. Manage Timelines Effectively:Medicare eligibility begins for U.S. citizens and legal residents when they turn 65. A person has a seven-month initial enrollment period that begins...
Posted by Positive Aging SourceBook on 03/27/2015
Are you getting older? Are your parents? Do you and/or they have a plan?Consider Joe and Helen. They met just after he was discharged from the Army. They married, raised two boys and...
Posted by Positive Aging SourceBook on 03/27/2015
Advance directives (living wills, powers of attorneys, and health care proxies) are legal documents that express an individual’s wishes with regard to medical decisions. They are...
Posted by Positive Aging SourceBook on 03/27/2015
Nobody loves the taxman, and yet people pay him more than they have to. Instead of maximizing annual contributions to a traditional IRA or a 401(k) account, they pay the taxes now...
Posted by Positive Aging SourceBook on 03/27/2015
Know the laws and the numbersBeginning in 2014, there were some changes to a variety of laws that may interest elders and their loved ones. The following updated laws are particularly...
Posted by Positive Aging SourceBook on 03/27/2015
Britain’s police revealed some shocking photos of the extend of mail fraud that was uncovered investigating an 87 year old lost £90,000 after criminal gangs sent her endless...
Posted by Positive Aging SourceBook on 03/27/2015
Great coverage on the topic of “under observation” and the impact it can have on our clients.It’s not something they teach doctors in medical school. And it’s probably not...
Posted by Positive Aging SourceBook on 03/27/2015