Why You Need a Health Care Power of Attorney and Living Will
Apr 30, 2009
Why should I care? With all the privacy restrictions on medical information that have been imposed as a result of the Health Insurance Portability and Accountability Act of 1996 (HIPAA), people are c...
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How to Spot and Stop Elder Financial Abuse
Apr 30, 2009
Here are some signs to watch for (1) Sudden changes in a senior’s banking or financial habits or names added to accounts; (2) Large unexplained credit card charges or large bank withdrawals; (3) Sudd...
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What legal and financial records should I keep?
Apr 30, 2009
Automobile Title Keep it as long as you have the car...in a strong box. You will need it to sell the car or borrow money on it. Bank Statements and Canceled Checks Keep statements five years. Tax pa...
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How to Make a Gift of Assets Gift-Tax Free
Dec 20, 2008
Decide what and how much you want to gift. Decide what asset you may want to gift. You can gift cash, stock, a car, a house or a life insurance policy. Pretty much anything you own can be gifted to...
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