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These days it seems you can do just about anything on the internet. So why not do estate planning? Just download some forms, follow the worksheet, fill in the blanks, and be good to go? When it comes to leaving your life savings to those you love, you should be more confident that your heirs...
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A Trustworthy Person Standing in Your Shoes Right Now Michael was having a wonderful time in Florida while he waited for his Texas house to close. Unfortunately he took a bad fall and ended up in a Florida hospital. He had his Texas powers of attorney, but the problem was that they were “springing” powers....
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A durable power of attorney is one of the most important estate planning documents you can have.It allows someone who you appoint (your agent) to make decisions on your behalf in the event you become incapacitated. If you have not appointed an agent then your friends and family may not have the authority to make...
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A major problem faces Americans as they grow older—Elder Financial Abuse. But did you know that there is a documented link between elder financial abuse and Medicaid denials? What is Elder Financial Abuse? Elder financial abuse is a growing issue for Americans. Studies show that $2.9 Billion are lost every year because seniors are either...
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Your parent is getting on in age, but you don’t have a clear idea if there is a plan in place for their care.  It is a difficult topic to broach; no one wants to talk about death and the financial realities that come with aging. Instead of having a proactive conversation early in a...
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As Americans age, living options can become a concern. Available options are tied to the resources a senior has to cover living costs, and vary widely in cost, assistance, and care provided. In addition to budget considerations, seniors must also realistically consider the needs they have and what senior living option best fits those needs....
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Assisted living rent can vary from $2,000 to $5,000 monthly. Depending on what type of care your loved one needs, assisted living can be the most affordable solution when compared to a nursing home ($5,000 to $10,000 or more per month) or long-term in-home care. If closely monitored medical supervision is not necessary for your...
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Most of us don’t like to think about the possibility of something harmful happening to us or a loved one. Because of this, we rarely think about how to protect ourselves and our loved ones if the worst were to happen. However, just as it is important to buy home insurance to protect your home...
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Meet Charlie, a 72-year-old Vietnam veteran. All of Charlie’s life, he’s done everything on his own and rarely accepts help from others, even more rarely will you find him admitting he needs help. He is stubborn as a mule and strong in his convictions, chiefly of which is his sense of pride in taking care...
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Harry and Wanda got married late in life. This was their second marriage, and both had children from the prior marriages. The couple wanted their children to inherit from their respective parents, so Harry and Wanda signed a prenuptial agreement to keep their property clearly separated. Unfortunately, Harry was then diagnosed with Alzheimer’s. Medical bills...
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