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Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

Estate Planning


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Estate planning is about accumulating and disposing of your assets.

Estate planning includes planning in case you become unable to speak for yourself, either temporarily or permanently:

  • To keep your financial affairs on track.
  • To assure that you receive the medical care you want, and don't receive the medical care you don't want.

At the least, make sure:

  • You have executed healthcare advance directives so your medical care wishes will be respected even if you become unable to communicate
  • You have a valid will that cannot be challenged because of your health at the time you execute it
  • That you name a guardian or make another provision for minor children
  • That important papers can be located easily
  • That passwords for online accounts are accessible
  • That you have arrangements in place to take care of pets immediately upon your demise and thereafter

To learn more about the subjects of interest to you, please see:

NOTE: If your estate is close to the federal estate tax amount, it is advisable to consult a tax accountant or attorney. For 2021 the estate and gift tax exemption is $12.06 million. There is no federal estate tax for estates under that amount. (There may still be a state tax.)

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