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Elderly people are often the targets of financial fraud and abuse. Sadly, the elderly are often taken advantage of by strangers — and sometimes even their own family members. That’s why it’s important that planning is in place to help seniors protect themselves and their assets. As we age, it can become increasingly difficult to…
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Family members with special needs can benefit from special needs trusts (SNTs) by ensuring they have the resources to thrive long-term. A special needs trust can provide fiduciary management and oversight for a loved one unable to manage property or funds due to physical or cognitive limitations. This avoids any financial worry about a lack…
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It is essential at the beginning of the probate process to know the role of the lawyer, regardless of whether you are the Executor or an heir. One of the biggest sources of conflict in probating the estate is understanding the role of the lawyer hired by the Executor of a probate estate. Many Executors…
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Senior consumerism is evolving into a market centered on wellness and solutions at an affordable price. Improving and maintaining greater physical and mental health lifestyles through proactive and preventative measures is increasing. For seniors to thrive and flourish in retirement, technology and reliance on community and home-centered care is a game changer for wellness, financial…
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Having an estate plan ensures that assets are distributed according to your wishes and that loved ones are provided for after you pass away. It requires organization and strategy and begins with five key legal documents that can address many areas of estate planning concerns. Proper estate planning can provide tax savings and asset protection…
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If you became seriously ill or suffered an injury and were unable to make healthcare decisions for yourself, what would you do? You don’t have to be old to become incapacitated. A living will, a component of an advance health care directive, can outline your wishes so that your loved ones can make informed decisions…
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