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Estate Planning - Living Trust or Will.

What’s the Difference Between a Will and a Trust?

When it comes to protecting yourself, your loved ones and your legacy – having an estate plan is essential.  The question is – what is the right estate plan for you and your family?  Typically, estate plans are Will- or…

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The SECURE Act – Major Changes to Retirement Planning

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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A woman's hands holding a pink gift box.

The Risk of Medicaid and Gift-Giving

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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A young man hugging an elderly woman.

Memory Care Planning for Alzheimer’s Patients

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?

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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An older man and a young boy walking down a path in autumn.

The Burden of Caregiving on the Sandwich Generation

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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A nurse is helping an elderly woman on a walker.

Addressing Common Myths About Long Term Care

According to the U.S. Department of Health and Human Services, someone turning age 65 today will have a 70 percent chance of requiring some long-term care (LTC) service and support during the remainder of their life. In the case of women,…

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A man sitting on a couch holding a coffee mug.

The Challenge of Aging Alone

For some seniors in the baby boomer generation aging brings with it new challenges in the form of solo aging. Solo aging is a senior who has no children and no younger (or healthier) family members to assist them as…

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