When opening up a bank/brokerage acct that you are not the owner of — such as a opening convenience account, having your name as the fiduciary, or being added to an existing account — be very aware of which social security number should be on which line — yours or the owner’s. I made this…
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Ruth – “Hi, Peggy, can we talk about mom for a bit?” Peggy – “Ok, Sis – let me get a glass of wine and go out on the porch so I can see the mountains while we talk. Ok, go ahead.” Ruth – “So I stopped by Mom’s beach condo yesterday on my way…
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It was inevitable – after nearly two decades of being bug-free, we are finally experiencing the dreaded bed bug bother with two different clients. Treating bed bugs is not easy, for many reasons, including: cost, disruption to the client, roommate issues, facility staff avoiding the room (and maybe the client), and the list goes on….
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Small talk, by its very definition, alludes to conversation that is trivial and meaningless; but small talk can reveal volumes of information if you really listen to what is being said. In our professional lives, it is easy to get swept away with productivity. Everything we do must be accounted for and must be productive…
Continue ReadingHow do you handle money with a physically and socially active client who has a need for spending money in the community? While it may be tempting, giving this client spending money straight from their account can cause a whole range of problems. Many of the government support programs and services typically utilized by elderly…
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