Paul B. PlantJun 4, 20182 min readTrustsCMS to Simplify Medicare Plan SelectionThe CMS is taking steps to make it easier to sort through Medicare coverage options, after a report said its current search options were...
Paul B. PlantMar 2, 20163 min readTrustsTips for Having “The Talk” with Mom about Assisted LivingAs an outside observer, often times, it is the child who first notices changes in Mom that signal it may be time for her to move to an...
Paul B. PlantMar 2, 20163 min readTrustsProtecting an Elderly Parent with Video MonitoringCan you recommend some good home video monitoring devices that can help my sister and me keep an eye on our elderly mother? Over the...
Paul B. PlantNov 19, 20154 min readTrustsWhat is Assisted Living?My friends at Country Cottage in Lawrenceburg, a part of the Cottage Senior Living Group, have graciously allowed me to share posts from...
Paul B. PlantNov 19, 20153 min readTrustsHow to Plan An Affordable FuneralWhen my brother died last year my sister and I had a regular funeral for him and got stuck with a $12,000 bill. Can you recommend some...
Paul B. PlantAug 26, 20153 min readTrustsWhat is a Third Party Special Needs Trust??Special needs trusts come in three main flavors — first-party special needs trusts, third-party special needs trusts, and pooled trusts....
Paul B. PlantJun 18, 20153 min readTrustsFinancial Considerations for Remarrying Later in LifeWhat are the financial issues that come with remarrying later in life? I’ve been seeing a wonderful man for two years, and we’ve been...
Paul B. PlantMay 29, 20153 min readPower of AttorneysBalancing A Career and Caregiving, You Can’t Go It AloneHollywood can be a great platform to provide mass exposure to many of the issues and challenges that plague society. It’s like the...
Paul B. PlantMar 27, 20154 min readTrustsFour Costly Estate Planning BlundersThink your documents are bulletproof? Check again to avoid these common mistakes. 1. Forgoing an expert’s review. There’s nothing wrong...