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A Letter of instruction Enhances Your Estate Plan

A letter of instruction (LOI) is an important part of any comprehensive plan.

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Tips to Help Seniors Reduce the Risk of Falling

The Centers for Disease Control and Prevention reports one out of five senior falls causes a serious injury such as a broken bone or head trauma

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Leaving Well: A Guide to Documenting Your Final Wishes

Contemplating our own death is one of the hardest challenges we may ever have to face.

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Millennials are Conservative Planners

Millennials are fiscally conservative, savings focused, and future planners who seek financial freedom as core attributes.

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Health and Finance Considerations to Address Before Turning 65

Turning 65 years of age is a milestone on we all hope to achieve.

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Creating Powers of Attorney for Your 18 Year Old

When your child turns 18 it might be difficult to realize that little person who once needed you for everything has now become an adult

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Choosing a Continuing Care Retirement Community

Continuing care retirement communities (CCRC) are becoming increasingly popular in the United States.

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Understanding Social Security Disability Income

No one is immune from becoming either temporarily or permanently disabled.

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Senior Safe Act Protecting Elders

The Senior Safe Act works to protect our elders from financial abuse, whether it be from within a family or support system or by scam artists preying upon them.

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Keep Your Estate Plan Current with Regular Reviews

You should review your estate planning documents on a regular basis, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state.

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