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How To Help Someone You Love When They Grieve

We are pleased to be sponsoring an unusually powerful, educational evening. We hope that many of our clients and friends, and perhaps their friends and family, will join us. With exceptional grace, good-natured humor, and rock-solid science, Amy Florian teaches people how to support their friends and family in times of grief, loss, and transition....

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Moving Tips

Americans move from one home to another for a variety of reasons. They want to upsize, downsize, be closer to family and friends, seek a more desirable design or layout, or accommodate changing medical or physical needs. As people age, the likelihood of a move increases and it’s important to have reasonable expectations, be alert...

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Use New Technology To Protect Your Critical Records

Though retirees are likely to have the greatest number of critical records – and might need access to many of them on short notice – for instance, if a Medicaid application must be prepared – they are the least likely to understand and know how to take advantage of new tools that are available to...

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Thinking Ahead: Senior Living Arrangements

Senior Living Arrangements We recently participated in an elder care meeting at which one of the speakers quipped: “Be kind to your children, they will select your nursing home!” While it was intended as dark humor, it can also serve as a call to action. We won’t avoid the aging process. We may as well...

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Signing Nursing Home Admission Agreements

 Admission Agreements When a loved one is admitted to a nursing home, in addition to helping your loved one accept the changes that have occasioned the move and managing the details involved in the move, you are often requested, by the nursing home, to sign documentation. Nursing home admission agreements can be complicated and confusing....

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Costly Errors Relating to Beneficiary Designations for IRAs & Qualified Plans

An IRA or qualified plan is often a family’s largest investment. Improperly designating your beneficiaries, failing to name beneficiaries, or failing to update your designations, can have unforeseen and even disastrous results. A retirement plan that defaults to the estate is subject to debts, taxes and creditor claims, in addition to accelerated income tax. What...

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Preventing Financial Abuse of the Elderly

Financial Abuse of the Elderly Alarmingly, instances of financial abuse perpetrated against the elderly and disabled are on the rise. According to the National Council on Aging [NCOA], 1 in 5 individuals in the United States is aged 60+ and 1 in 13 of these individuals will experience some instance of abuse, neglect and/or financial...