Tags archives: Estate Planning
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1 month ago
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In addition to the wonderful religous holidays of Easter and Passover that we are celebrating with our loved ones, this time of year also reminds us of the old saying about it is impossible to be sure of anything but death and taxes. This bit of dark humor is also quite true, and we can all benefit ... [read more]
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2 months ago
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There is no doubt about the fact that we are living in very uncertain times. The ongoing effects of the Coronavirus pandemic, international conflict, and economic conditions are causes of great concern. There's much that seems out of our control, and fortunately, there's much we can do to help ourse... [read more]
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2 months ago
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As with any discussion that involves politics, a discussion about US presidents risks generating a variety of opinions about which reasonable minds can disagree. However, politics is not the focus of this article. Instead, our aim is to examine a few of the important lessons we can learn from the es... [read more]
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3 months ago
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February reminds us of the importance of love in our lives. One way that you can demonstrate your love for your family is to help relieve stress and any unnecessary hardship by being prepared for the future and the difficult realities of life.
This year, as we celebrate Valentine's Day, I encoura... [read more]
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5 months ago
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One of the top reasons many of our clients give us for creating, or updating, their Estate Plans is to have peace of mind for themselves and their families and loved ones. By addressing practical concerns, such as protecting their families in the case of an emergency or death, and being proactive ab... [read more]
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8 months ago
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With the recent and ongoing concerns about the coronavirus, as we shift into the fall, it remains clear that we are continuing to face an unprecedented public health crisis--one that is affecting many people of all ages, and from all walks of life. It has become tragically clear for many that Estate... [read more]
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9 months ago
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In December 2018, the Social Security Administration (SSA) had a nasty surprise for Laura Marshall (not her real name), a 74-year-old woman just scraping by while living in senior citizen housing in New York City’s Harlem neighborhood: The agency demanded that she repay more than $10,000 in benefits... [read more]
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10 months ago
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One of the greatest fears of older Americans is that they may end up in a nursing home. This not only means a great loss of personal autonomy, but also a tremendous financial price. Careful planning can help ease the financial burden.
Depending on location and level of care, nursing homes cos... [read more]
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10 months ago
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As many of us are preparing for the fall and family members going back to school, some people are experiencing the excitement of children or grandchildren starting college. Other adult children are perhaps entering the work force or traveling to enjoy a break from academic demands. Regardless of the... [read more]
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12 months ago
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One thing that we've all been reminded of recently is the importance of being prepared for unexpected events that are beyond our control. Having enough food, water, personal supplies, and cleaning products became of paramount importance last year, and we're all much more focused on keeping our car f... [read more]
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1 year ago
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Netflix’s popular new movie, I Care a Lot, may be far-fetched in a lot of ways, but it does highlight some real weaknesses in the guardianship system that make it possible for an unscrupulous guardian to take control of an elderly person’s life and bleed their resources dry. Fortunately, steps can b... [read more]
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1 year ago
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Spring is definitely here, and in addition to enjoying the warmer weather, sunshine, and longer days, many of us are also Spring cleaning. Deep cleaning our homes, checking our refrigerators and pantries for anything out of date, clearing out clothing that doesn't fit anymore, weeding and removing y... [read more]
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