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Elder Care Retirement Estate Planning

Offit Kurman

Navigating Solo Aging with Dr. Gerda Maissel

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Join host Candace Dellacona in this insightful episode of The Sandwich Generation Survival Guide, featuring Dr. Gerda Maissel, founder of My MD Advisor. Candace and Dr. Maissel discuss “solo agers” and the unique challenges...more

Offit Kurman

Financial Planning Tips for the Sandwich Generation with Sherry Finkel Murphy

Offit Kurman on

In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona is joined by financial planner and author Sherry Finkel Murphy. They discuss the unique challenges of the 'Triple Decker Sandwich Generation,'...more

Chambliss, Bahner & Stophel, P.C.

[Event] 2022 Embrace Aging Forum - June 28th, Chattanooga, TN

Boomers Are Shaking up the World of Senior Living - Connect with community resources and forward-thinking perspectives in all areas of life including housing and care, relationships, health and wellness, finances, and...more

Chambliss, Bahner & Stophel, P.C.

Medicaid Protections for the Healthy Spouse

Medicaid law provides special protections for the spouses of Medicaid applicants to make sure the spouses have the minimum support needed to continue to live in the community while their husband or wife is receiving long-term...more

Ruder Ware

My spouse is on Medicaid, now what?

Ruder Ware on

It is common for a client whose spouse is receiving Medicaid to lack adequate estate planning to protect those Medicaid benefits in the event the client dies before their spouse. Yet, after all of the time and energy spent to...more

Ruder Ware

Long-Term Care Insurance – Is it an Option for You?

Ruder Ware on

As our aging population grows so does the cost of nursing homes, assisted living facilities, and in-home care services. Contrary to popular belief, Medicare will only cover certain short-term stays and typically will not...more

Ruder Ware

Is My IRA Safe From the Nursing Home?

Ruder Ware on

After working and saving, clients are concerned that unexpected costs will become unplanned for drains on their Retirement Accounts (e.g, 401(k), IRA, Roth IRA, 403(b), etc.). As the need to pay for nursing home care nears,...more

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