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The Baby Boomer Generation in the 2020s

The baby boom generation is comprised of those Americans born 1946-1964, and according to the US Census Bureau (Bureau of Census), their numbers are estimated to be 73 million strong. This number represents nearly 20 percent of the American public.…

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Considerations for Your Aging Parent

It is essential to bring up a parent's aging expectations and set goals together even though initial discussions may be uncomfortable. Often, an exploration into a parent’s future thoughts about health, finances, and residential plans can make the difference between…

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The Importance of Seeking Counsel Before Selling the Family Home

Actions Without Guidance After Maria’s husband died, Maria’s daughter, Debbie, persuaded her to sell the family home and move into Debbie’s mother-in-law cottage.  That way  they  could  stay  close, and  Maria  could  invest  the money  from  the  sale  in  a  nest egg…

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Should Adult Children Be Required to Pay for Elder Care?

The astronomical costs of long-term nursing care is common knowledge. Costs can run around $7,000.00 or more per month, depending on location. Hundreds of thousands of people presently need that kind of care and the numbers are rising. Ten thousand…

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Include Family Values as Part of Your Inheritance

Successfully addressing and formalizing your inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your…

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A Checklist for Your Healthcare Power of Attorney

You have the right to decide what kind of medical treatment you would want to receive from doctors and health-care providers. If you can speak up at the time, you can express your wishes yourself. But if you become incapable…

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Regular Reviews Keep Your Estate Plan Current

Reviewing your estate planning documents on a regular basis help to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences change.…

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