202212.16
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Part II – Preparing a loved one for a nursing home or residential care living

In part one of this two-part series, we discussed some of the important steps toward placing a loved one or friend in the care of a nursing home or residential care facility.  As we previously discovered, this is a very challenging topic for nearly everyone and requires bravery, patience, teamwork, and sometimes the help of…

202209.26
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Do you need a trust?

As a wise consumer, you will soon be meeting with an attorney to discuss an estate plan and when you do it is likely you will discuss the use of a trust. A living trust is a legal arrangement you establish during your lifetime to protect assets and direct distribution after your death.  It is…

202208.04
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“Per stirpes” or “per capita” – you better know the difference

As you begin the process of establishing an estate plan, there are many important decisions you and your attorney will make. Arguably, one of the most important decisions involves identifying who will receive your estate assets and in what manner you want assets to pass when you die. Whether you create a revocable living trust,…

202205.06
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Grandparents as parents: social saviors or contributors to society’s decline?

The Pew Research Center reports that among parents with adult children in the U.S., 61% of them say they have helped an adult child financially in the preceding 12 months.  Among those who have helped an adult child financially, with errands, housework or home repairs, or with child care, nearly nine-in-ten (89%) say it is…