Key Provisions that Need to Be In Your Durable Power of Attorney

A durable power of attorney is the legal document that grants power to your agent to handle your legal and financial responsibilities when you cannot. Many people are familiar with the concept of utilizing a power of attorney for instances that occur during their lifetime. This could include allowing an agent, such as a spouse, […]

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Should I Use a Will or Trust for Charitable Planning?

As you plan your estate, you may begin to wonder if it is time to include giving back to the charities you support. This is a different conversation for everyone depending on many factors such as the age of your children, where you are in life and your financial stability. If you are financially able […]

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Creative Ways To Get Money to Charities

Are you at a time in your life where you want to give back to your community, but don’t know how? Have you thought about charitable planning but need more advice? What are the many ways to give to charities? Many of our clients and advisors ask us these same questions. Our goal is to […]

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Is it Time to Add Charitable Planning to Your Estate Plan?

When we begin creating our estate plan it makes many of us start to contemplate the legacy we want to leave behind. Our legacy can encompass what we will do with our assets, how we will protect our family and how we want to be remembered in the future. Although initially we may only think […]

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3 Ways to Help a Parent Who Can No Longer Drive

Are your parents one of the 40.1 million licensed drivers over the age of 65? How is their driving record? Do they frequently drive alone or with another person? Have there been recent accidents? Has the time come when your parents can no longer independently drive themselves to the grocery store or doctor’s appointment? We […]

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Long-Term Care Choices Should Be Made Early and Well

While none of us want to think about a future where we may be incapacitated or need someone to assist us with our activities of daily living, it is a conversation we need to have as soon as possible. AARP shares the importance of planning out long-term care in advance as it says, “When it […]

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5 Key Features Of The Right Decision Maker For You

You have similar values. When you are choosing a decision maker, you must think about his or her values. Do you share common values? Common values can help ensure your wishes will be fulfilled. If you do not, talk about your differences to make sure your decision maker can act as you when the time […]

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Medicare Scams Are On The Rise, Protect The Ones You Love

Medicare fraud is prevalent throughout the United States. Recently, the United States Government Accountability Office released a report describing the severity of Medicare fraud. “The report says that the Centers for Medicare and Medicaid Services (CMS), the federal agency that administers Medicare, estimates that last year some $60 billion of American taxpayer money, or more […]

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How Should I Talk to My Charity About Charitable Planning?

What does charitable planning mean for your overall estate plan? Did you know celebrities such as Bill Gates and Warren Buffet aren’t leaving their fortunes to their children? Who may they be leaving most of their estate to? Charity! The reason why? People love to give! With 1.5 million charities in the United States, people […]

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