Articles

January 17, 2019
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The Importance of Reviewing Assets & Estate Planning Documents Post-Divorce

Are you divorced or in the middle of a divorce proceeding? If so, you should review your estate planning documents, ownership titles on your assets and named beneficiaries.
January 10, 2019
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Paying Medicare Online

Most banks allow customers to pay bills from large, stable debtors such as credit cards companies, utilities, or nationwide retailers directly from their bank account. That service is now available to Medicare recipients.
January 6, 2019
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Special & Supplemental Needs Trusts

Understanding Supplemental and Special Needs Trusts is the first step to ensuring future financial stability for any loved ones receiving disability benefits from the government.
December 20, 2018
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Reverse Mortgage Changes

Reverse mortgages can be a useful tool. However, like most loans, a reverse mortgage is not a perfect product and should not be entered into until all of the factors, risks, etc. have been examined and explained to the borrower.
December 6, 2018
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Stan Lee Elder Abuse

According to the National Council on Aging, approximately 1 in 10 Americans over the age of 60 have experienced some form of elder abuse, and of the nearly 5 million cases each year, only 7% are ever even reported to the police.
November 20, 2018
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Expanded 529 Plans

While experts have and will continue to debate the benefits and costs of the 2017 tax reform for consumers, one clear benefit is the expansion of benefits from the use of a 529 Education Savings Account.
October 26, 2018
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The Magic Bank Account

Imagine that you had won the Following *PRIZE* in a contest: Each morning your bank would deposit $86,400 in your private account for your use.
February 9, 2018
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Understanding Contract Provisions as a Component of an Estate Plan

Reviewing contracts that control our accounts and asking questions about those agreements has become a necessary component of estate planning.
September 1, 2015
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Life Estate Deeds Advantages & Disadvantages

Today, it is possible to re-title the ownership of many assets by adding a beneficiary. When the asset is real property, for example your house, this occurs through the use of a life estate deed.
June 17, 2015
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The Importance of Establishing Advance Health Care Directives

An Advance Health Care Directive can be oral, but usually is a written legal document. It expresses a person’s wishes about what should be done if they later become incapable of making their own healthcare decisions.
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