Q. My wife, Patty, and I are in our late 50’s and have been hit hard by COVID-19. Luckily, neither of us got the virus, but financially, we have been struggling. I got furloughed from my job and Patty teaches yoga, and the yoga … [Read more...]
Print This PageNow May Be a Good Time to withdraw $100K from Your Retirement Accounts, Penalty-Free!
August 7, 2020 by
What Type of Baby Boomer are You?
June 2, 2015 by
Baby boomers, or those born between 1946 and 1964, make up nearly 30% of the U.S. population. With this group reaching retirement age, new concerns are emerging when it comes to planning for retirement and long-term … [Read more...]
Print This PageSeniors Should Consider Cruise Ships Rather than Nursing Homes
April 1, 2015 by
About 2 years ago my wife and I were on a cruise through the western Mediterranean aboard a Princess liner. At dinner we noticed a senior lady sitting alone along the rail of the grand stairway in the main dining room. I also … [Read more...]
Print This PageNew Case Showing Why Domestic Asset Protection Trusts (DAPTs) Don’t Work!
March 24, 2015 by
Dr. Charles Dahl and his wife Kim were married for eighteen years. In 2002, Charles executed a trust entitled "The Dahl Family Irrevocable Trust" that named Charles as Settlor, his brother Robert as Investment Trustee, and Nevada … [Read more...]
Print This PageDid I Read That Right? Rates for Long-Term Care Insurance Rose 9% This Year!
February 27, 2015 by
Q. My wife and I like to plan ahead. Unfortunately, both of her parents and three of her aunts died of Alzheimer's, and we want to make sure we are prepared should one of us need long-term care in the future. We are aware of the … [Read more...]
Print This PageBefore You Sign a Continuing Care Contract
February 3, 2015 by
Continuing Care Retirement Communities (CCRC), also known as Life Care Communities, offer older adults a spectrum of services and care facilities, typically starting with independent living arrangements, then advancing to assisted … [Read more...]
Print This PageListen to Evan H. Farr, CELA being interviewed on 1500 AM (Federal News Radio) on Sunday, October 5!
October 1, 2014 by
On Sunday, October 5 at 10:30 p.m, I will be the guest on "Of Consuming Interest" hosted by Shirley Rooker, radio host and President of Call For Action, Inc. On her show, Ms. Rooker typically interviews top government … [Read more...]
Print This PageCommon Misconceptions about Revocable Trusts
August 5, 2014 by
Recently, CNBC posted an article on their Website about the benefits of trusts, entitled “Heir Tight: The Do’s and Don'ts of Creating Rock-Solid Trusts.” The article provides some very good information about why most people should … [Read more...]
Print This PagePlanning for Long-Term Care (Part 5)
October 23, 2012 by
The Veteran's Aid and Attendance Pension BenefitThe best advice that I can give you when planning for long-term care is not to delay. We never know what the future holds. While we are able, we must prepare for a variety of … [Read more...]
Print This PagePlanning for Long-Term Care (Part 4)
October 19, 2012 by
The most important thing that you can do in planning for future contingencies is to act now. The future may hold limited resources or health problems for you and either one of these may prevent you from taking care of the things … [Read more...]
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