Tags archives: Estate Planning
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2 years 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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2 years 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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3 years 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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3 years 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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3 years 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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3 years 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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3 years 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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3 years 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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3 years 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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3 years ago
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One of the lessons of the ongoing Covid-19 pandemic is the importance of taking care of ourselves, getting regular checkups with medical professionals, and paying attention to any changes or concerns we have about our health.
All of us are wise to also take this practical approach to the health o... [read more]
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3 years ago
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We are living in a time of change and ongoing uncertainty. During the last month we experienced a change in U.S. government leadership from the Trump to the Biden Administration, and with this change comes the potential for new policies that may potentially affect many aspects of our lives, includin... [read more]
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3 years ago
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Many employers offer critical illness insurance as part of their benefit package. What is this insurance and is it worth purchasing? Before paying for a plan, you should read the fine print and consider alternatives.
While a regular health insurance plan usually offers comprehensive coverage ... [read more]
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