Monthly Archives: March 2014

31 Mar

Planning Issues for Parents

Both single and married parents need to do basic planning to provide direction for their children in the event that tragedy strikes. They must decide who will care for their minor children if they can no longer do so themselves.  They must also determine who will manage their children’s money and property until they reach

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24 Mar

Geriatric Care Management with Cheryl Theriault

This past week on our radio program, “Asset Protection Today,” on Talk Radio 850 WPTK (AM) with Attorney Bill Alexander, we were delighted to welcome Cheryl Theriault, the manager and owner of Aging Family Services.  Aging Family Services is a geriatric care management company that assists the elderly, the disabled, and those with poor health.

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18 Mar

Health, Wealth, & Retirement Planning

Sometimes our clients completely overlook one important financial issue when planning for  retirement.  Your health risks and the cost of a long-term care crisis, as well as the importance of maintaining financial liquidity are all factors that you must analyze when planning. The biggest things that most people fail to consider is that their future

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11 Mar

Don’t Procrastinate with Your Legacy

Most of us procrastinate when it comes to life or death planning, and often we put things off until it’s too late—which puts a great burden on our loved ones to do what’s needed in a hurry and under great stress.  Putting plans in place now will make dealing with crises easier with when the

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03 Mar

Funeral and Legacy Planning with Danny Beeson

This past week on our radio program, “Asset Protection Today,” on Talk Radio 850 WPTK (AM) with Attorney Bill Alexander, we were delighted to welcome Danny Beeson, the Regional Vice President of Matthew 25 Planning.  Danny is a funeral director with ten years of experience in the funeral business. Everyone should make time for funeral

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