The SECURE Act – Major Changes to Retirement Planning

  • January 2, 2020

The SECURE Act (which stands for Setting Every Community Up for Retirement Enhancement) went into effect yesterday - January 1, 2020. For estate planning purposes, the most significant change is the elimination of the “stretch” provisions in favor of a…

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The Risk of Medicaid and Gift-Giving

  • September 26, 2019

Many seniors enjoy the opportunity to be generous to their children by gifting them monetarily. In certain circumstances, however, there is a real concern that people who may be in need of long-term nursing care in the near future should…

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Memory Care Planning for Alzheimer’s Patients

  • September 17, 2019

Alzheimer’s is a chronic neurodegenerative disease typically with a long pre-clinical phase which gradually worsens. Initial symptoms are often mistaken for normal aging and include problems with language, mood swings, disorientation, loss of motivation, poor self-care and behavioral issues. There…

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What Kind of Trust Do I Need?

  • September 11, 2019

This is a common question we hear. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want…

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The Burden of Caregiving on the Sandwich Generation

  • September 4, 2019

In 2006, Miriam Webster included the term sandwich generation in the dictionary for the first time. Sandwich generation is defined as “a generation of people, typically in their thirties or forties, responsible for bringing up their own children and for…

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