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Planning a Wedding or Planning Your Estate?

Planning a Wedding or Planning Your Estate? The Elements are the Same! I am in the midst of planning my wedding, and I love it.  Call me crazy, but I truly enjoy the process.  What I’ve realized is that planning a wedding is really no different than what I have been doing for my clients […]

The Supreme Court overturned DOMA last summer and for some people their tax, estate planning and retirement planning changed overnight.  For years, same sex, married couples have been excluded from participating in many benefits afforded heterosexual married couples.  The recent change in the law means same sex married couples can now access some of the […]

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It’s a New Year, and it’s time to get things organized.  If your estate plan is complete, go through this checklist for some follow up steps to consider.  If your estate plan is not complete, make it a goal for the New Year. □   Review your existing plan.  Do you remember who you named as […]

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The American Association of Long-Term Care Insurance (AALTCI) along with the U.S. Congress is on a mission to make people aware of the risks and costs associated with long-term care.  A 2012 report from the AALTCI found that the majority (56 percent) of new claims under these policies are for home care – not nursing […]

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As you put birthdays, anniversaries and other important dates on your new calendar, you might want to include reminders about certain retirement deadlines throughout the year. Dec. 31, 2013 – Before the final rush of the holiday season, note that contributions to 401(k) and 403(b) qualified retirement plans must be deposited by this date to […]

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Elder Abuse Awareness

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Recently I have attended presentations and read various articles and campaigns spreading awareness about elder abuse.  It is valuable information that must be passed on.  There are different types of abuse that can occur, but in this article I’m particularly focusing on financial elder abuse. An Example of Financial Elder Abuse Kelly Phillips Erb, tax […]

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I do not have children of my own yet, but I have a younger brother in college that has had me thinking about the need for young adults to take steps to protect themselves. My brother Stephen is an active 22 year old.  He’ll go out boating, cliff jumping, to music festivals and travelling on […]

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What You Need to Know About “Medicare Part D”

A couple, both age 65, retiring today will spend, according to Fidelity Investments’ 2013 survey, approximately $220,000 on health care during their retirement years – and that doesn’t include any assisted living or nursing care.  While this year’s figure represents an 8 percent decrease from last year’s estimate of $240,000, making the most of your […]

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It seems so many places you turn today there is another discussion taking place about social security benefits and how to make the most of them.  Understanding how to do this requires patience and the help of an expert financial professional primarily when you are married or have been married.  Here are some facts for […]

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I don’t know about you, but I’m at the age where I’m considering different anti-aging skin products, and am always looking for ways to stay young, fresh, and healthy.  This month I’m stopping to ask myself what is so bad about aging? Instead of trying to beat it, we should embrace it! Healthy Aging Month […]

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Insurance 101: Prepare Your College Student For Life’s What Ifs

While college students may think of themselves as indestructible, the fact is they face many of the same health, property and liability risks as adults. Before your child or grandchild heads for college, do a quick insurance check. Health: Most students who have been covered by their parents’ policy can continue that coverage, usually until […]

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You may choose to leave your estate to your child at your death. However, concerns may arise in doing so. Is your child financially unstable or irresponsible? Is your child a minor? Is your child involved in a lawsuit or bankruptcy? Is your child going through a divorce? Is your child receiving government benefits due […]

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