A few years ago the unthinkable happened to me. I went to my long-time accountant to complete my tax return and together we filed the return online. We finished up and chatted a few minutes. While I was still there, a message came back from the IRS that my return had been rejected. The message stated a return had already been filed in my name and that a refund had been issued. What? Someone scammed me, an attorney? And the IRS? You’re kidding!
Already Thanksgiving is upon us! Yes, it is a truly American holiday. But, one of the things I love about Thanksgiving is that it doesn’t matter what your belief system is or where in the world you came from, you can enter in. It is all about gratitude and a little gratitude is good for us all.
Mary was concerned that she would soon need nursing home care. She did not want her funds used up in long term care expenses so she gave her only son, Joe, her life savings of $100,000. One year after giving Joe the money Mary experienced a major health crisis and needed to move into a nursing home.
I’d like to tell you a story about Tom, an imaginary middle aged man. Tom passed away after a long illness. Anticipating his demise, Tom planned his estate by himself and made sure everything was “in order.” He prepared his own will from one he found online.
In my years of working with elders, and I shudder to think how many that has added up to, I’ve had the privilege of working with many elders. Some were people born before 1900, who invented things like plastic wrap and lunch bags, who participated in the creation of the first nuclear power plant, and who grew up during the great depression. Others told me they remembered the first television shows watched on a neighborhood black and white television.