Take Care

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.

How to Choose Trusted Contacts

By Jenny Leight • September 1, 2026 • 2 min read

What to Know About Medical Debt Collection

By Cameron Huddleston • September 1, 2026 • 6 min read

5 Questions People Over 55 Should Ask Their Bank

By Becky Ross • June 10, 2026 • 6 min read

Common Home Title Problems and How to Fix Them

By Becky Ross • June 10, 2026 • 5 min read

How Retirees Can Be Financially Prepared for Emergencies

By Donna Freedman • June 10, 2026 • 7 min read

How to Check Out a Charity Before You Donate

By Cameron Huddleston • June 10, 2026 • 6 min read

Why You Need a Trusted Contact to Protect Your Finances

By Becky Ross • June 10, 2026 • 6 min read

How to Get a Bank to Accept Your Power of Attorney

By Cameron Huddleston • May 20, 2026 • 6 min read

The Safest Ways to Transfer Money

By Cameron Huddleston • May 20, 2026 • 7 min read

What to Know About Tax Deadlines for 2026

By Jenny Leight • May 20, 2026 • 4 min read

Why You Need to Update Your Beneficiaries

By Cameron Huddleston • May 20, 2026 • 7 min read

How to Prepare Financially for Emergencies

By Cameron Huddleston • November 13, 2025 • 4 min read

Should I Open a Joint Bank Account With My Adult Child?

By Cameron Huddleston • July 22, 2025 • 5 min read

What If I Owe Taxes and Can’t Pay?

By Cameron Huddleston • April 28, 2025 • 7 min read

What to Know About Tax Deadlines for 2025

By Cameron Huddleston • April 4, 2025 • 5 min read

Year-End Financial Checklist for Retirees

By Cameron Huddleston • February 10, 2025 • 6 min read

How Family Caregivers Can Protect Their Own Finances

By Cameron Huddleston • February 7, 2025 • 6 min read

How to Talk to Your Parents About Long-Term Care

By Cameron Huddleston • November 6, 2024 • 6 min read

Legal Documents to Make Your Wishes Known

By Cameron Huddleston • October 24, 2024 • 7 min read

Guide to Maintaining Financial Independence as You Age

By Cameron Huddleston • February 6, 2024 • 2 min read

6 Financial Tasks Retirees Should Tackle Now to Stay Independent and in Control

By Cameron Huddleston • February 1, 2024 • 6 min read

Long-Term Care Benefits for Veterans and Spouses

By Cameron Huddleston • September 30, 2023 • 7 min read

Financial Risks That Make It Difficult to Age in Place

By Cameron Huddleston • September 28, 2023 • 7 min read

Is It Safe to Store Money in Venmo, Cash App or Other Payment Apps?

By Cameron Huddleston • September 28, 2023 • 3 min read

What You Need to Know About Long-Term Care

By Cameron Huddleston • July 11, 2023 • 7 min read

What Happens if You Die Without a Will

By Cameron Huddleston • March 2, 2023 • 10 min read

Why You Need a Will or Trust

By Cameron Huddleston • February 16, 2023 • 5 min read

How Financial Care Is Part of Aging in Place

By Cameron Huddleston • January 25, 2023 • 5 min read

How to Prevent Power of Attorney Abuse

By Cameron Huddleston • January 25, 2023 • 9 min read

How to Use a Trust to Plan for Long-Term Care

By Cameron Huddleston • January 24, 2023 • 12 min read

How Family Caregivers Can Get Paid by Medicaid

By Cameron Huddleston • January 23, 2023 • 5 min read

How to Figure Out How Long Your Money Will Last in Retirement

By Cameron Huddleston • January 23, 2023 • 6 min read

How to Protect Your Finances as You Age

By Cameron Huddleston • January 23, 2023 • 7 min read

What to Know About Long-Term Care Insurance

By Cameron Huddleston • January 23, 2023 • 11 min read

What to Know About Reverse Mortgages

By Donna Freedman • January 23, 2023 • 7 min read

Why You Need a Plan for Long-Term Care

By Cameron Huddleston • January 23, 2023 • 11 min read

Why You Need an Advance Directive and Health Care Power of Attorney

By Cameron Huddleston • January 19, 2023 • 4 min read

How Medicaid Can Pay for Long-Term Care

By Cameron Huddleston • January 19, 2023 • 7 min read

How Much Does a Funeral Cost?

By Cameron Huddleston • January 19, 2023 • 5 min read

How to Get a Death Certificate

By Cameron Huddleston • January 19, 2023 • 6 min read

How to Help a Parent With Finances After the Loss of a Spouse

By Cameron Huddleston • January 19, 2023 • 8 min read

How to Help Your Parents Hire a Financial Advisor

By Cameron Huddleston • January 19, 2023 • 5 min read

How to Pay for Long-Term Care

By Cameron Huddleston • January 19, 2023 • 8 min read

What to Know About the Different Types of Power of Attorney

By Cameron Huddleston • January 19, 2023 • 9 min read

The Ultimate Guide to Financial Power of Attorney

By Cameron Huddleston • January 18, 2023 • 9 min read

What to Know About Independent Living Communities

By Donna Freedman • July 29, 2022 • 5 min read

The High Cost of Living a Long Life

By Cameron Huddleston • June 9, 2022 • 8 min read

The Problem With DIY Financial Power of Attorney Documents

By Cameron Huddleston • June 9, 2022 • 7 min read

The Pros and Cons of DIY Financial Power of Attorney Forms

By Cameron Huddleston • June 9, 2022 • 3 min read

What to Know About the Different Types of Long-Term Care

By Cameron Huddleston • June 9, 2022 • 5 min read

What Family Caregivers Need to Know About Conservatorship

By Cameron Huddleston • June 9, 2022 • 5 min read

What to Do If You Can't Pay for Long-Term Care

By Cameron Huddleston • June 9, 2022 • 10 min read

Who Inherits Your Assets if You Have No Heirs?

By Kyle Rutten • February 8, 2022 • 5 min read