Legal & Financial Planning
As a financial caregiver, it's important to understand what legal documents you should have in place in order to help your loved one, and how to plan for their financial future.
What to Know About Tax Deadlines for 2026
February 3, 2026 • 4 min read
Should I Open a Joint Bank Account With My Adult Child?
March 31, 2025 • 5 min read
What to Know About Tax Deadlines for 2025
February 4, 2025 • 5 min read
How to Prepare Financially for Emergencies
January 17, 2025 • 4 min read
Common Home Title Problems and How to Fix Them
December 19, 2024 • 5 min read
How to Check Out a Charity Before You Donate
April 17, 2024 • 6 min read
Guide to Maintaining Financial Independence as You Age
February 6, 2024 • 2 min read
Is It Safe to Store Money in Venmo, Cash App or Other Payment Apps?
June 26, 2023 • 3 min read
What to Know About Medical Debt Collection
June 23, 2023 • 6 min read
The Safest Ways to Transfer Money
May 2, 2023 • 7 min read
What If I Owe Taxes and Can’t Pay?
April 13, 2023 • 7 min read
Why You Need to Update Your Beneficiaries
March 24, 2023 • 7 min read
What Happens if You Die Without a Will
February 17, 2023 • 10 min read
Long-Term Care Benefits for Veterans and Spouses
November 11, 2022 • 7 min read
How to Prevent Power of Attorney Abuse
October 27, 2022 • 9 min read
Legal Documents to Make Your Wishes Known
October 12, 2022 • 7 min read
How Retirees Can Be Financially Prepared for Emergencies
September 16, 2022 • 7 min read
6 Financial Tasks Retirees Should Tackle Now to Stay Independent and in Control
August 26, 2022 • 6 min read
How Financial Care Is Part of Aging in Place
August 15, 2022 • 5 min read
Financial Risks That Make It Difficult to Age in Place
August 11, 2022 • 7 min read
What to Know About Reverse Mortgages
July 14, 2022 • 7 min read
Why You Need a Trusted Contact to Protect Your Finances
July 11, 2022 • 6 min read
How to Get a Bank to Accept Your Power of Attorney
July 8, 2022 • 6 min read
5 Questions People Over 55 Should Ask Their Bank
April 29, 2022 • 6 min read
How to Protect Your Finances as You Age
April 21, 2022 • 7 min read
What to Know About Independent Living Communities
April 15, 2022 • 5 min read
How to Figure Out How Long Your Money Will Last in Retirement
January 31, 2022 • 6 min read
What to Know About Long-Term Care Insurance
January 21, 2022 • 11 min read
Why You Need a Plan for Long-Term Care
January 12, 2022 • 11 min read
Who Inherits Your Assets if You Have No Heirs?
December 8, 2021 • 5 min read
Year-End Financial Checklist for Retirees
December 3, 2021 • 6 min read
How Family Caregivers Can Protect Their Own Finances
November 21, 2021 • 6 min read
How Family Caregivers Can Get Paid by Medicaid
November 19, 2021 • 5 min read
How to Use a Trust to Plan for Long-Term Care
November 19, 2021 • 12 min read
Why You Need an Advance Directive and Health Care Power of Attorney
November 8, 2021 • 4 min read
The Ultimate Guide to Financial Power of Attorney
November 8, 2021 • 9 min read
How Medicaid Can Pay for Long-Term Care
November 8, 2021 • 7 min read
How Much Does a Funeral Cost?
November 8, 2021 • 5 min read
How to Get a Death Certificate
November 8, 2021 • 6 min read
How to Help a Parent With Finances After the Loss of a Spouse
November 8, 2021 • 8 min read
How to Help Your Parents Hire a Financial Advisor
November 8, 2021 • 5 min read
How to Pay for Long-Term Care
November 8, 2021 • 8 min read
How to Talk to Your Parents About Long-Term Care
November 8, 2021 • 6 min read
What You Need to Know About Long-Term Care
November 8, 2021 • 7 min read
The High Cost of Living a Long Life
November 8, 2021 • 8 min read
The Problem With DIY Financial Power of Attorney Documents
November 8, 2021 • 7 min read
The Pros and Cons of DIY Financial Power of Attorney Forms
November 8, 2021 • 3 min read
What to Know About the Different Types of Long-Term Care
November 8, 2021 • 5 min read
What to Know About the Different Types of Power of Attorney
November 8, 2021 • 9 min read
What Family Caregivers Need to Know About Conservatorship
November 8, 2021 • 5 min read
What to Do If You Can't Pay for Long-Term Care
November 8, 2021 • 10 min read
Why You Need a Will or Trust
November 8, 2021 • 5 min read
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