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Estate Planning When a Family Member Is Disabled

Without proper planning, leaving an inheritance or making a gift to a disabled family member can cause the disabled person to lose their means-based government benefits, such as Supplemental Security Income or Medicaid.

2019-06-19T00:00:00+00:00June 19, 2019|Uncategorized|Comments Off on Estate Planning When a Family Member Is Disabled

The Conversation You Need to Have with Your Parents

Parents are often more than happy to offer financial advice to their children. They like to feel needed and want to make sure you're on solid financial ground. However, it's important to turn the tables and ask about their financial plans, too.

2019-06-18T00:00:00+00:00June 18, 2019|Uncategorized|Comments Off on The Conversation You Need to Have with Your Parents

Financial Scams Targeting Seniors: How To Protect Yourself

Billions of dollars are lost to financial scams every year, and seniors are particularly at risk. One widely cited study found that older Americans lose $36 billion a year to elder financial abuse. This includes exploitation, fraud and trust abuse.

2019-06-13T00:00:00+00:00June 13, 2019|Uncategorized|Comments Off on Financial Scams Targeting Seniors: How To Protect Yourself
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