Caregiver Contracts – New Article on

Please check out my article on Caregiver Contracts in the Local Voices section of the Danvers website. The Caregiver Contract: A Method for Keeping an Elder’s Life Savings in the Family For children who care for elderly parents, establishing a Caregiver Contract could ensure that the elder’s life savings remain in the family, instead

Spousal Consent, Long-Term Care, and Protection of Retirement Assets

A rather specific question was posed to me in the comments of another post, so I’ll address it here. The question posed was: “If a 62 year old widow remarries, and designates his emancipated children as beneficiaries of his 401(k), does he need his new wife’s endorsement to make the beneficiary designations stick? Also, are