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Estate Planning Guide Essentials: Personal Property Memorandum

Family members often end up arguing over mom or dad’s favorite items when that parent dies. Arguments can take place over things like a coffee mug, a piece of jewelry or a painting. These types of arguments can be eliminated…

Passing On Family Values As Part of Your Estate Plan

Successfully addressing and legally formalizing inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your…

Strategies to Help Cover the Cost of Assisted Living

Strategies to Help Cover the Cost of Assisted Living

With the price of assisted living rent varying from $2,000 to $5,000 monthly, it’s important to understand the strategies available to help cover these high costs. There are many paths available to offset these costs and the right path for you will determine on the unique circumstances of your past life, current situation, and future wishes.

GETTING MARRIED? YOU MAY WANT TO CONSIDER A PRENUP!

By Chris DiedlingIf you are engaged and planning a wedding, this is supposed to be one of the happiest times in your life. You are soon to be married to the love of your life and your “happily ever after”…

Some Very Unsettling Data Regarding Baby Boomer Retirement Care Preparedness

Some Very Unsettling Data Regarding Baby Boomer Retirement Care Preparedness

There has recently been some very unsettling data released regarding middle-income baby boomer retirement care preparedness. A study conducted by The Blackstone Group, an independent research firm, on behalf of Bankers Life Center for a Secure Retirement, forecast that 79% of middle-income baby boomers have NO savings put aside to cover their retirement care.

Completing Your Estate Plan Online

As you have probably heard by now, keeping physical distance between us is crucial to stop this virus. Call or email us to find out how we can help you complete your estate plan without taking a single step outside…

New Study Observing Seniors and Technology

The Department of Veterans Affairs and the National Institutes of Health is funding a 7 million dollar, four-year study that accumulates sensor information from senior living behaviors at home. The goal of the study is to monitor and detect health…

Why a Healthcare Power of Attorney is So Important

In this Covid-19 epidemic, a wrenching question especially demands an answer: if you or someone you love is taken down into life-threatening illness, how far would you want extreme life-prolonging measures to be tried? For us who are particularly vulnerable…

How to Successfully Travel with Disabilities

Traveling with disabilities or accessible traveling can seem, for some, like an overwhelming task with so many extra considerations. However, it doesn’t have to be if the right research, planning, and preparations are done ahead of time. There are even…

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