Blog

Factors to Consider When Changing Your Medicare Coverage

Once you have enrolled in Medicare, you have two main time frames during which you can change your Medicare coverage: during the Medicare Annual Enrollment Period (AEP) that runs from October 15 through December 7, and during the Medicare Advan... Read more

Are You At Risk For Falling?

Do you have a crystal ball to tell you about your future? Will you meet your new best friend next Tuesday? Trip over the kerb on the way back from a walk around your neighborhood? Fall on your way to a late-night bathroom break? Of course you don’t.... Read more

Are Hospitals Responsible For Lost Dentures?

Hospital visits can be unexpected, stressful, and expensive. In the whirlwind of a medical emergency, your loved one’s dentures are probably the last thing on your mind. However, it’s important to know what to do if your loved one loses their denture... Read more

The “5 Ds” for Advance Care Plan Review

I’ve harped a lot in my newsletters about the importance of having an advance directive. I can only hope that those of you who have been reading, have had the conversation and completed your advance directive. But, as I have said before, th... Read more

Do Life Settlements Work in ILITs?

Here’s a look about what happens when two common financial arrangements intersect. I received a call from a fiduciary the other day inquiring about selling a life insurance policy in an irrevocable life insurance trust (ILIT). This question come... Read more