November, 2019

Common Estate Planning Mistakes

You have decided you need to think about your estate planning.  You want to avoid making mistakes.  Of course, the BIGGEST mistake is to not have any estate planning in place.  To help you feel more confident about your estate planning, here are some thoughts to consider: Who will be your fiduciary – your executor, […]

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Long Term Care Insurance

Americans are living longer.  It is predicted that approximately 70% of individuals over the age of 65 will be unable to complete at least two of the activities of daily living.  By 2025 it is expected that for every 100 middle age individuals, there will be 253 seniors (definition given for “seniors” varied by age […]

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Financial Elder Abuse

Do you have a family member who needs help and you have hired someone who comes into the home periodically or who may even stay in the home full time?  If the answer is yes, where are financial documents kept?  Who gets the mail?  If the aide or caregiver or helper – whatever title you […]

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