Understanding the needs of your client base and earning their trust is critical, and working in a niche industry can present unique challenges. When done appropriately, networking can play a key role in addressing each of these goals. Read more
When the family of Bobby Glenn Tweed made the difficult decision to have him admitted to a nursing home in January 2013, little did they realize he would have just months left to live. While diagnosed with dementia, Tweed, 78, was still a vigorous man.
But without his family’s consent, Tweed was given psychotropic drugs that are known to be fatal among older patients with dementia. In 10 months, he was dead. Read more
Few people are aware that a nursing home can take such a step. Guardianship cases are difficult to gain access to and poorly tracked by New York State courts; cases are often closed from public view for confidentiality. But the Palermo case is no aberration.
The first of a four part series can now be seen on Public access TV, on “The Challenges facing the Sandwich Generation”. It’s a job they can’t say no to, and something they never prepared for. It is on Channel 76 (Cablevision) and Channel 36 (Fios) and will air for the next four weeks.
Host Ernest Csak interviews Evan Gilder, Accountant at Redig Financial Services, about the financial and tax implications surrounding long term care of older family members.
The Personal Document Locator is a detailed list of where one stores their important records, the contact information for primary advisors, family members, trustees and other important information. The list should be updated at least once a year to ensure its accuracy.
The list will be most helpful in the event of disability or death.
Please contact me at [email protected] should you have any suggestions or comments.
Perry A. Shulman, CPA