by Robyn | Mar 12, 2019 | General, Large Purchases
When a loved one dies, grieving family and friends are often faced with having to make funeral decisions quickly. Not many of us have prior experience planning funerals. This, combined with the emotional duress of our loved one’s death, make it easy for...
by Robyn | Dec 27, 2017 | General
by Robyn | Apr 11, 2017 | Financial Literacy, General, Helping Mom & Dad
This is a tale of two agents by power of attorney. Our legal and financial advisors tell us we need a durable power of attorney for finances. With this legal document we name an “agent” who will manage our finances should we not be able to ourselves. Some people name...
by Robyn | Aug 23, 2016 | Financial Literacy, General, Helping Mom & Dad, Saving Money
Typically paid personal care, such as dressing and bathing, is not tax deductible. If an individual meets the IRS requirements, however, long term personal care can be deducted as a medical expense. Before you toss your spouse’s or parents’ long term care bills, check...
by Robyn | Aug 9, 2016 | General, Uncategorized
My 91 year-old-client, Dotty, was continually pestered by charities. She received several unwanted mail solicitations every week. Several of these non-profits sent her “gifts” to thank her (in advance) for her donation: return address labels, calendars, note paper,...
by Robyn | May 24, 2016 | Financial Organization, General, Helping Mom & Dad, Planning for Aging in Place, Saving Money
When I opened the door to my client’s apartment, knew I was in for a treasure hunt. Tim was a new client, and I needed to quickly understand his legal and financial situation. He was in a nursing home and unable to communicate. I spent hours looking through his papers...
