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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…

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.

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…

COVID-19 Making All Americans Look into Creating Wills

There has been an explosion in the numbers of Americans rushing to make their will online. Understandably, the coronavirus pandemic has created the scramble to set up wills and end-of-life-directives. However, online do it yourself (DIY) wills are often deemed…

Medicare Kicks in for Telehealth Services

In response to the COVID-19 outbreak, the Centers for Medicare & Medicaid Services (CMS) recently announced that it has increased access to Medicare telehealth services. This means that Medicare beneficiaries can receive more benefits from their doctors without having to…

Seniors’ Finances Take a Hit with Divorce

Americans aged 50 or more are experiencing gray divorce more than ever. The term gray divorce generally refers to the baby boomer generation and affects all classes and education levels. Research shows that splitting during middle age is particularly damaging…

Common Power of Attorney Misconceptions

A durable power of attorney is one of the most important estate planning documents you can have.  It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have…

Medicare Falling Short With Home Health Care

All across the US, there is a new refrain spoken by Medicare home health providers, including occupational, speech, and physical therapists, social services, as well as intermittent skilled nurses: “Your husband (or whomever) is not going to get better, so…

A Guide to Continuing Care Retirement Communities

There are three distinct living phases associated with a continuing care retirement community (CCRC). The first is independent living when a resident enters into the community with few if any disabilities requiring limited assistance. In this phase of independent living,…

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