Monthly Archives: November 2016

Using an Elder Law Attorney   As the population of the country ages, more people will run into legal or planning issues that are unique to seniors. This might include help with obtaining veterans’ pensions, Medicare or Medicaid. Other issues … Continue reading →

Caring for a Loved One at Home Can Be Challenging   Informal caregivers are family, friends or volunteers who provide care for a loved one. Informal caregivers are rarely paid directly for their services. They may receive indirect payment through … Continue reading →

presented by Tracy Wayne Mitchell   Let’s look at a hypothetical example to see how a care manager who provides counseling or mediation services could be invaluable to a son or daughter caring for a parent:   Michelle is a … Continue reading →

presented by Tracy Wayne Mitchell   Also known as Geriatric Care, Elder Care or Aging Care Managers, a Care Manager Specialist represents a growing trend to help full-time, employed family caregivers provide care for loved ones living close by or … Continue reading →

presented by Tracy Wayne Mitchell   Here is a brief outline of the process of creating a long term care plan:   Providing Planning Documents and Instructions Include sample planning documents to be given to family members or trusted advisers. … Continue reading →

presented by Tracy Wayne Mitchell   According to the American Bar Association Commission on Law and Aging, guardianship and conservatorship involve the following:   “Guardianship or Conservatorship is the legal tool of last resort for decision-making and management of your … Continue reading →

presented by Tracy Wayne Mitchell   Here is a brief outline of the process of creating a long term care plan:   Providing Planning Documents and Instructions Include sample planning documents to be given to family members or trusted advisers. … Continue reading →

presented by Tracy Wayne Mitchell   According to the American Bar Association Commission on Law and Aging, guardianship and conservatorship involve the following:   “Guardianship or Conservatorship is the legal tool of last resort for decision-making and management of your … Continue reading →

By Tracy Wayne Mitchell   A Lifetime Income Benefit Rider is a generic term for an additional benefit that can be elected at the time a Fixed Indexed Annuity is issued. The term for this additional benefit varies from company … Continue reading →

By Tracy Wayne Mitchell   An Internal Revenue Service (IRS) rule that allows for penalty-free withdrawals from an IRA account when those withdrawals are taken prior to age 59-1/2. The rule requires that, in order for the IRA owner to … Continue reading →