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No Contest: Reduce the Likelihood of Your Will Being Challenged

No Contest: Reduce the Likelihood of Your Will Being Challenged

Clients are often concerned about how family harmony will be maintained after they are gone.  They worry that children will argue over their money and their possessions.  Avoiding a contest over your Last Will and Testament when you are no longer here involves careful planning and execution.  While it’s impossible to guarantee that a Last...
Striving for Family Harmony

Striving for Family Harmony

Maintaining harmony during the holiday times can be a wonderful goal, as this period often involves increased social interactions, family gatherings, and various activities. Here are some tips to help you foster a harmonious atmosphere: Communication: Clearly communicate plans and expectations in advance. This helps avoid misunderstandings and ensures everyone is on the same page....
Taking Care of the Caregiver

Taking Care of the Caregiver

Caring for someone else, especially someone with dementia, can be physically and emotionally draining. According to the Centers for Disease Control and Prevention (CDC), caregivers of people with Alzheimer’s and related dementias provide care for a longer duration than caregivers of people with other types of conditions (79% versus 66%) and 57% of family caregivers...
10 Things to Do After a Dementia Diagnosis

10 Things to Do After a Dementia Diagnosis

Receiving a dementia diagnosis can be overwhelming, both for the individual diagnosed and their loved ones. Here are some steps and recommendations on what to do after someone receives a dementia diagnosis: Educate Yourself Learn about the specific type of dementia that has been diagnosed. There are multiple types, and understanding the symptoms, progression, and...
Scams and Fraud Affect All of Us

Scams and Fraud Affect All of Us

As technology advances, so do the methods scammers use to prey on all of us, and often we become more vulnerable as we age. Scams targeting seniors are on the rise, often resulting in significant financial losses and emotional distress. In this blog post, we’ll discuss the common scams that target seniors and provide valuable...
How A Residency Agreement Impacts Life In Assisted Living

How A Residency Agreement Impacts Life In Assisted Living

When you move into a continuing care community or assisted living community, there are many things that you need to consider as you transition to your new living environment.  This article will cover the impact the Residency Agreement will have on life in your new community regarding their policies on issues such as visitors, common...
Maximize Your Legacy by Minimizing Estate Tax Exposure

Maximize Your Legacy by Minimizing Estate Tax Exposure

Death is an inevitable part of life, and while we can’t control when it happens, we can certainly take steps to control what happens to our assets after we’re gone. One of the financial considerations is estate taxes. Sometimes known as inheritance taxes or death taxes, estate taxes are levied on the estate of a...
Is an ILIT a New Texting Shorthand?

Is an ILIT a New Texting Shorthand?

Although it may sound like something you use when texting your friends, an ILIT is actually an irrevocable life insurance trust. An ILIT is a type of trust that is funded during your lifetime by a term or permanent life insurance policy and pays out proceeds of the policy upon the insured’s death.  Since it’s irrevocable, the...
Taking Care of the Caregiver

Caring for someone else, especially someone with dementia, can be physically and emotionally draining. According to the Centers for Disease Control and Prevention (CDC), caregivers of people with Alzheimer’s and related dementias provide care for a longer duration than caregivers of people with other types of conditions (79% versus 66%) and 57% of family caregivers...