Don’t Wait to do Medicaid Planning

  • September 26, 2019

When life is going well,  it's hard to think of what would happen to your assets when life takes a turn towards illness or more.   Nobody plans to have to go into a nursing facility or that they will not…

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Staying Mentally Sharp

  • August 22, 2019

Age comes with wisdom. Unfortunately, it also comes with some forgetfulness. Fortunately, there are things you can do to keep the brain sharp, small daily habits which can reduce the risk of cognitive decline.   Exercise is one such daily…

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SPECIAL NEEDS TRUSTS – WHAT YOU SHOULD KNOW

  • August 14, 2019

In general, a trust is created when property or assets are managed by a person or firm for another person’s benefit. The person or entity who manages the trust is known as the “trustee” and is entrusted with the responsibility…

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Why Seniors Should Engage in Estate Planning

  • August 13, 2019

When it comes to establishing wills and estate plans, older Americans outpace their younger counterparts. Still, a significant number — 19 percent of those over age 72 and 42 percent of those between 53 and 71, according to survey data — lack…

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How Living Trusts Can Help Seniors

  • July 22, 2019

    It’s an unfortunate fact that seniors can be prime targets for financial abuse and scams. Sadly, the elderly are often taken advantage of by strangers — and sometimes even their own family members. That’s why it’s important that…

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The Success Story in Aging

  • May 8, 2019

Aging is the sign of a successful life. After all, when you think about the alternative to aging your perspective about getting older shifts. You should start seeking self-sufficiency for your retirement years well before the age of sixty-five. But,…

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