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Driving Safely As You Age -Guest Blog by Terri Cassidy of Health Promotion Partners20220511143938

Driving Safely As You Age -Guest Blog by Terri Cassidy of Health Promotion Partners

May 11, 2022
Driving Safely As You Age -Guest Blog by Terri Cassidy of Health Promotion PartnersDriving Safely as you Age Driving tends to be one of those “sticky” topics for families to address as loved ones age and for good reason! Driving is a highly valued activity that contributes to our sense of freedom an...
Cryptocurrency Confusion?20220330164547

Cryptocurrency Confusion?

March 30, 2022
Cryptocurrency is a common topic right now, but what exactly is it? Technically, it is any number of decentralized electronic currency systems that use cryptography as security and allow payments directly between individuals, requiring no underlying regulating authority like a banking system in coun...
Don’t “avoid the 5 year Medicaid lookback period.” Plan for it instead.20220104103754

Don’t “avoid the 5 year Medicaid lookback period.” Plan for it instead.

January 4, 2022
Many clients come to us asking the question, "How can I avoid the Medicaid 5 year lookback period?" We think that's the wrong approach. We want you to plan ahead to avoid any Medicaid eligibility penalties.How the Medicaid 5 year lookback period could cost you. When Edna turned 82 she felt like she ...
How will you get the care you deserve? Everybody needs a plan20211201105209

How will you get the care you deserve? Everybody needs a plan

December 1, 2021
How will you get the care you deserve? Everybody needs a plan.Chances are, you’ll need long-term care at some point in your life.  You may be unaware of the trap people find themselves in when it comes to funding their long-term care. Without proper and advanced planning, you may be exposing yoursel...
Tips for Talking to your Parents About Estate Planning20211030115849

Tips for Talking to your Parents About Estate Planning

October 30, 2021
How to Talk to Your Parents about Their Estate Plan Conversations about death and dying are rarely fun. Most people avoid them because they invoke powerful and unexpressed feelings about our own death. Approaching this subject may be difficult for parents and their adult children. You may avoid brin...
Why You Need to Know About Palliative Care20210928105536

Why You Need to Know About Palliative Care

September 28, 2021
Why You Need to Know About Palliative CareSeptember 28th, 2021 by Catherine Hammond “So tell us, how did the two of you meet?”It’s not the way most medical appointments begin, but it was the way our recent appointment with Anschutz’s palliative care team started. With the return of my fiancé Br...
Preparing Your Beneficiaries for Their Inheritance20210901150247

Preparing Your Beneficiaries for Their Inheritance

September 1, 2021
Preparing Your Beneficiaries for Their Inheritance A good estate planning attorney will help you prepare your assets to pass effortlessly and safely to your loved ones. Together with your attorney, you will carefully and thoughtfully consider the most effective plan for your unique situation using a...
How to Maintain Family Harmony When You’re Gone20210803134548

How to Maintain Family Harmony When You’re Gone

August 3, 2021
How to Maintain Family Harmony When You’re GoneWhen they first come to our office, most of our clients say that one of their highest priorities is minimizing any family fighting when they die. We’ve all seen it: the day that someone dies family members start raiding the house. One sibling feels left...
The 3 Biggest Challenges in Setting Up Your Estate Plan20210728111238

The 3 Biggest Challenges in Setting Up Your Estate Plan

July 28, 2021
Only 30% of Americans have a Will or another kind of written estate plan in place. Compare that with the percentage of Americans who will die someday, and you see we have a really large gap.Why do so many people not have any kind of plan in place to help their loved ones when they die? Over the 16 y...
To Roth or not to Roth20210713112600

To Roth or not to Roth

July 13, 2021
Tax advantages for IRA conversionsA good financial advisor will use different tools available in order to blend your retirement income to minimize income taxes. Those tools may be distributions from a traditional IRA, dividends, or taking profits from brokerage accounts, pensions, and social securit...
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