Monthly Archives: December 2013

31 Dec

Asset Protection Myths

We often see clients in our office who have made drastic decisions in times of crisis as a result of inaccurate information. The following debunks several asset protection myths so that you can make informed choices. One of the biggest myths that we hear is that you must be poor in order to qualify for

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23 Dec

Planning for Retirement with Increasing Longevity

People are living longer than ever due to advances in medical care and technology, eating a better diet, as well as exercising more frequently. Increased longevity changes our view of both asset protection and retirement planning. Women are statistically at a higher risk for needing long-term care outside the home than men. Men are still

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16 Dec

Understanding Veterans Benefits

The VA provides many benefits to those who qualify, but applicants often face roadblocks when applying to certain programs.  You or your loved one may be eligible for certain benefits with complicated tests that you must meet in order to qualify. For this reason, it is important to understand what benefits the VA provides, as

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09 Dec

The Senior Gifting Guide

As we begin to shop for gifts this holiday season, it is important to discuss gifting and how it affects seniors. Seniors have the greatest portion of wealth in our society. As a result, children and grandchildren often pressure the elderly for financial assistance. However, there can be risks associated with gifting as we age.

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02 Dec

What to Watch for this Holiday Season

Thanksgiving is a wonderful time for families to spend together, especially for those who do not often have the chance to visit with their elderly parents.  For this reason, the holidays can be a good time to observe whether a loved one has recently become more forgetful or repetitive. When we only see our parents

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