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Estate Planning Odds n’ Ends
August 21, 2023Estate planning is all about the details. Here are some scenarios – wills, gifting, Medicaid, powers of attorney, etc. – that have come up recently in helping our clients work through their estate planning decisions.
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The Importance to You and Your Loved Ones of Having an Estate Plan
July 14, 2023An estate plan can provide significant peace of mind by ensuring that your money and property are protected, plans are in place in the event you become ill, and your accounts and property pass down according to your wishes.
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Understanding the True Cost of Caregiving
February 13, 2023People often underestimate the cost of caregiving. Whether it be the cost for the care of a senior living in their own home, an aging parent living with an adult child, or a senior living in a senior living community, cost becomes a primary factor that must be understood to make appropriate and effective life-impacting decisions.
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