Category archives: Planning
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8 years ago
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As you get ready to turn 65, you may be inundated with information about Medicare. All this information is confusing, but it is important to do your research before choosing your plan. If you aren’t fully informed, you could end up making mistakes that will cost you down the road, particularly... [read more]
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8 years ago
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Many parents or grandparents with sizable amounts of money to pass on to their heirs are apprehensive about the effect it many have on their children or grandchildren. In some instances, they fear that the recipients will misspend the funds on drugs, fancy cars or failing businesses. In other cases,... [read more]
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8 years ago
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As a parent or guardian, you want to ensure that your child with special needs will remain financially secure even when you are no longer there to provide support. Given the significant, ongoing expenses involved in your child's care and uncertainty about what needs may arise after you are gone or w... [read more]
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8 years ago
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Grady H. Williams, Jr., LL.M., Attorneys at Law, P.A. is dedicated to exceeding our clients’ expectations with Elder Law and Estate Planning expertise designed to provide financial security, peace of mind and personal dignity. Our caring and professional attorneys and staff stay current on the laws ... [read more]
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8 years ago
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Planning for retirement and deciding whether to buy long-term care insurance would be a lot easier if you knew your odds of needing long-term care, as well as at what age and for how long. Unfortunately, there's no definite answer. On the other hand, some statistics do provide a bit of guida... [read more]
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8 years ago
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Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse. Nest eggs accumulated over decades also often make seniors attractive targets for predators, whether the predator is an offshore bogus sweepstakes or a care provider who sees an ... [read more]
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8 years ago
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Once you've gone through the trouble of meeting with a special needs planner and establishing an appropriate special needs plan, you might think that your interaction with your lawyer is over. After all, you've got a plan! But as we all know, plans change, so it's important to stay in close contac... [read more]
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8 years ago
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More and more companies are jettisoning traditional pensions in favor of Individual Retirement Accounts, 401(k)'s and other profit-sharing arrangements. Most of these plans allow an employee to shelter his retirement savings, tax-free, until retirement. When an employee withdraws funds from his IRA ... [read more]
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8 years ago
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The Department of Labor has issued new rules aimed at helping those saving for retirement. The rules are intended to prevent financial advisors from steering their clients to bad investments by requiring advisers to act in the best interests of their clients.
Prompted by concern that many financi... [read more]
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8 years ago
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Americans are getting older, and most want to stay in their homes and communities as they age. As a result, many homeowners are taking steps to modify their homes so they will be able to safely and comfortably remain in their homes for as long as possible. This is called “aging in place.”
With th... [read more]
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8 years ago
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On Thursday, April 14, 2016, in honor of this year's April 16, 2016 National Healthcare Decisions Day and in conjunction with our firm’s Community Education Series, Associate Attorney, Alison E. Hickman, J.D. presented “National Healthcare Decisions Day 2016" and discussed Advance Health Care Direct... [read more]
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8 years ago
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Late in 2014, the ABLE (“Achieving a Better Life Experience”) Act was signed into law. The law is aimed at achieving a manner in which those with special needs can save money without losing needs based public benefits such as SSI or Medicaid . This is an important issue and, perhaps the greatest ac... [read more]
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