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Plan for the Unexpected

Many of us have been left unprepared and confused since the advent of COVID-19. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike,…

Talking with Your Kids on Inheritance

April 19, 2021

It’s not uncommon for parents to feel uncomfortable discussing their wealth with their kids. Talking about how much money or property you have is usually viewed as taboo.  Asking someone else about what they have is often considered impolite. But…

CMS and CDC Ease Nursing Home Visitations

Both the Centers for Disease Control and Prevention (CDC) and the Centers for Medicare and Medicaid (CMS) conclude that the dramatic slowdown of COVID-19 infections and deaths along with the US vaccination program permits the easing of visitation guideline restrictions…

What Is The Senior Safe Act?

March 1, 2021

Signed into law by President Trump in 2018, the Senior Safe Act is designed to protect our elders from financial abuse from either within a family or support system, or by scam artists preying upon them. Tens of billions of…

Maintaining Your Estate Plan

February 22, 2021

You should be checking your estate planning documents every so often to make sure they’re still good. This is especially true with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property…

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