Jun 7, 2023
The transfer of a deceased person's assets to their heirs may appear to be a mere paperwork exercise, but the truth is far from a tidy package. It can quickly become a complex and unpredictable journey, fraught with various twists and turns that catch many off guard.
This raises a crucial question: How can you...
May 31, 2023
In today's episode, Olivia discusses what to do if a valid power of attorney is rejected by a financial institution. While banks have legitimate concerns about fraud and elder abuse, this caution can create obstacles when using a power of attorney to access accounts. Olivia shares examples of banks requesting...
May 24, 2023
Blended families have become very common in the current society. In this episode, Olivia highlights the common challenges that arise during probate and emphasizes the importance of making informed decisions in estate planning to prevent contentious situations. It is essential for parents in blended families to plan for...
May 18, 2023
Many older adults and caregivers worry about the state's attempt to recoup from their estate whatever benefits it paid for the recipient's care after the Medicaid recipient dies. But with proper planning, it’s possible to avoid Medicaid Asset Recovery. Tune in to this week’s episode to learn the difference between...
May 10, 2023
Jeanna McKnight is a committed, service-oriented professional who has aligned both her direct-patient care, personal life experiences, as well as professional business experiences into a company that serves aging adults and their loved ones through their Golden Years - Graceful Living.
Through her Caregiver Training,...