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Estate Planning for Lottery Winners
Congratulations – you won the lottery. A windfall of money will be life-changing. You may be able to buy a new home, start a small business or invest in a loved one’s dreams.
September 22, 2022
What Every Senior Needs to Know About Shingles
Deriving from the same virus that causes chicken pox, shingles is a disease affecting the nervous system that causes a painful, blistering rash. When dormant, the virus still remains in the cells of the nervous system and recurrences of conditions may occur.
September 22, 2022
Organize Your Estate Documents for Your Executor
Careful planning and organization is a blessing and much appreciated gift to those you leave behind. During a time of grief, it can be extremely difficult to concentrate on things like password recovery and searching through endless piles of paperwork.
September 12, 2022
Consequences of Destroying or Hiding a Valid Will
It is a crime to destroy a will. Why would someone do this? Most likely, it occurs when contentious family members discover they have been disinherited or do not like some of the terms in the will of a recently deceased family member.
September 7, 2022
Powerful Provisions to Include in Financial Power of Attorney Documents
During disability planning, you execute a durable financial power of attorney and name an agent you trust to act on your behalf. This person can make financial and legal decisions and carry out your affairs if you are not able to do so yourself due to incapacity.
September 5, 2022
3 Considerations Before Buying a Vacation Property
Whether it is the beach or the mountains or on a beautiful lake, many families enjoy time spent together at a vacation home. Before you rush out to purchase this memory-maker, take time to consider some of the following.
September 2, 2022
Free Cognitive Tests to Assess Your Senior Loved One
Forgetfulness. Mood swings. Paranoia. Just plain crankiness. What is normal aging and what constitutes cognitive decline that may need addressing?
August 26, 2022
Estate Planning for Clients with No Apparent Heirs
Most people contemplating their estate plans have specific family members in mind that they seek to provide assets as well as peace of mind. Not everyone has a spouse, children or even close relatives.
August 24, 2022
What to Expect in 2023
Many of those already in retirement or facing retirement soon experience varying levels of anxiety regarding the future of our nation, the economy, healthcare and more. What are the experts saying we can expect in 2023?
August 24, 2022
FEMA is Now Paying for Funeral Expenses for Deaths Resulting from Covid-19
If your loved one passed away from Covid-19 after January 20, 2020 you may be entitled to reimbursement of up to $9000 for the funeral and burial expenses incurred. The Federal Emergency Management Agency (FEMA) has allocated funds to assist families struggling to pay for the costs.
August 24, 2022
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