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The Benefits of the Asset Preservation Trust

What Are The Benefits of the Asset Preservation Trust? Modern medicine gives us the ability to live longer.  And, as we age, most of us feel scared about whether we will be able to take of ourselves.  If we cannot, further questions arise, “who...

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Finding a facility for an aging parent during COVID-19

COVID-19 and Eldercare Facilities COVID- 19 issues are newsworthy again today, November 9, 2020.  First, Pfizer has released headlines saying their COVID-19 vaccine is predicting to be 90% effective.  What great news!  As others are echoing the...

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National Family Caregivers Month

November is Family Caregivers Month November is Family Caregivers Month and we take this time to celebrate those who dedicate their time and energy to providing a safe place for their loved ones. This month is to draw attention to the importance of...

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Caring for a Parent? Get it in Writing.

If it’s not in writing, then it didn’t happen. I have shared this grim sentiment with more clients than I care to recount.  As the story too often goes, you begin helping mom or dad, here and there.  Picking up groceries; making meals; packing...

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The Right Time to Review Your Estate Planning Documents

Time to Review Your Estate Planning Documents? At the end of document signing appointments, when the final stamp and seal have been set, clients often inquire about the “right time” to review or refresh their plan.  While our answer may be a bit...

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Sandwiching is Fiscally Difficult: What Can You Do?

A few years ago, the term “sandwich-ed” became a popular one-word depiction of adult children serving as the “middle” of a sandwich, between two pieces of bread: one side is caring for aging parents and the other is taking care of their own younger...

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